Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Temple Inland Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 19.64% | 1.57% | 8.47% | 7.42% | 7.92% | 7.10% | 6.88% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Temple Inland Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 19.64 | 1.57 | 8.47 | 7.42 | 7.92 | 7.10 | 6.88 | NA | 5.24 | 12.40 | -12.36 | 3.26 | 29.29 | 21.22 | -6.43 | 17.50 | 4.06 | 1.63 | 4.86 | 15.04 | 10.95 | 1.58 | 10.00 | 17.50 | -18.40 | 7.60 | 10.45 | 8.07 | 10.89 | 17.47 | -4.86 | -0.05 |
| Sharpe Ratio | NA | -0.04 | -0.19 | 0.32 | 0.49 | NA | NA | 0.50 | 0.07 | -0.14 | 0.92 | -0.92 | 0.27 | 1.64 | 2.53 | -0.70 | 3.53 | 0.44 | 0.18 | 0.68 | 2.27 | 1.83 | 0.14 | 0.94 | 1.14 | -1.02 | 0.51 | 1.14 | 1.02 | 1.61 | 2.62 | -0.64 | -0.27 |
| Standard Deviation(%) | NA | 9.66 | 11.45 | 13.05 | 11.01 | NA | NA | 10.35 | 7.22 | 9.69 | 8.86 | 14.88 | 11.84 | 17.77 | 7.83 | 11.05 | 4.78 | 8.71 | 8.99 | 7.14 | 6.62 | 5.97 | 11.11 | 10.52 | 15.32 | 18.93 | 8.95 | 6.31 | 5.81 | 6.17 | 6.41 | 9.36 | 8.68 |
| Draw Down(%) | NA | 6.52 | 18.33 | 21.36 | 21.36 | NA | NA | 32.02 | 0.51 | 6.49 | 8.82 | 19.06 | 7.76 | 19.31 | 4.34 | 14.04 | 1.33 | 7.80 | 10.01 | 5.36 | 5.42 | 3.75 | 10.10 | 8.44 | 15.86 | 29.18 | 5.72 | 7.32 | 3.84 | 6.41 | 5.97 | 14.05 | 11.83 |
| Yield(%) | NA | 3.62 | 5.15 | 4.60 | 3.59 | NA | NA | 3.67 | NA | 0.63 | 3.79 | 5.01 | 5.41 | 4.64 | 3.31 | 3.25 | 0.32 | 2.42 | 4.07 | 2.75 | 3.70 | 2.98 | 2.38 | 2.49 | 2.60 | 4.15 | 5.75 | 6.77 | 5.11 | 3.09 | 2.55 | 2.89 | 4.37 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Temple Inland Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.83%
Feb 2006 - Feb 2009 |
-0.11%
Feb 2004 - Feb 2009 |
4.91%
Feb 2006 - Feb 2016 |
5.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Temple Inland Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
17.41%
Dec 2018 - Dec 2021 |
13.73%
Feb 2009 - Feb 2014 |
10.13%
Sep 2011 - Sep 2021 |
9.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart