Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Graphic Packaging International Inc 401k Plan Tactical Asset Allocation Moderate | NA | 23.46% | 5.63% | 10.87% | 7.63% | 8.96% | 9.85% | 10.00% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Graphic Packaging International Inc 401k Plan Tactical Asset Allocation 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 (%) | -1.22 | 23.46 | 5.63 | 10.87 | 7.63 | 8.96 | 9.85 | 10.00 | NA | 8.95 | 17.14 | -10.47 | 3.00 | 32.47 | 19.09 | -8.36 | 12.43 | 4.39 | -0.21 | 6.58 | 18.99 | 13.64 | 1.57 | 15.57 | 21.86 | 1.83 | 12.04 | 15.09 | 9.88 | 17.77 | 13.96 | 0.71 | 8.65 |
| Sharpe Ratio | NA | 0.38 | 0.09 | 0.47 | 0.47 | NA | NA | 0.80 | 0.06 | 0.22 | 1.48 | -0.89 | 0.20 | 1.57 | 2.28 | -0.84 | 2.24 | 0.46 | -0.03 | 0.72 | 2.44 | 1.65 | 0.10 | 1.42 | 2.18 | 0.15 | 0.91 | 1.51 | 1.22 | 2.07 | 1.55 | -0.06 | 1.17 |
| Standard Deviation(%) | NA | 10.68 | 11.13 | 14.25 | 11.81 | NA | NA | 10.22 | 7.76 | 10.82 | 8.70 | 13.33 | 14.93 | 20.47 | 7.77 | 11.55 | 5.26 | 9.13 | 8.82 | 9.09 | 7.76 | 8.22 | 15.50 | 10.91 | 9.98 | 5.86 | 9.98 | 7.81 | 6.32 | 8.13 | 8.54 | 6.26 | 5.43 |
| Draw Down(%) | NA | 7.12 | 16.28 | 21.48 | 21.48 | NA | NA | 21.48 | 0.55 | 7.11 | 6.65 | 17.20 | 14.23 | 21.16 | 3.23 | 16.07 | 2.09 | 8.46 | 9.47 | 7.30 | 5.30 | 6.46 | 14.98 | 8.08 | 4.89 | 5.01 | 6.05 | 9.33 | 4.44 | 7.36 | 8.21 | 5.03 | 4.10 |
| Yield(%) | NA | 6.02 | 6.82 | 6.79 | 6.32 | NA | NA | 0.00 | NA | 1.01 | 6.65 | 5.23 | 8.22 | 9.44 | 5.69 | 5.73 | 12.04 | 3.59 | 5.22 | 3.50 | 5.60 | 4.67 | 2.72 | 4.03 | 4.94 | 8.97 | 3.17 | 3.07 | 2.45 | 4.22 | 2.78 | 4.93 | 8.82 |
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 |
|---|---|---|---|---|
| Graphic Packaging International Inc 401k Plan Tactical Asset Allocation Moderate |
2.00%
Jan 2021 - Jan 2024 |
2.29%
Mar 2015 - Mar 2020 |
6.28%
Oct 2013 - Oct 2023 |
7.77%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Graphic Packaging International Inc 401k Plan Tactical Asset Allocation Moderate |
18.15%
Apr 2003 - Apr 2006 |
15.08%
Feb 2003 - Feb 2008 |
13.31%
Apr 2003 - Apr 2013 |
11.23%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart