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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.99% | 3.88% | 9.30% | 6.33% | 7.27% | 7.07% | 7.73% |
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 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 (%) | -1.10 | 20.99 | 3.88 | 9.30 | 6.33 | 7.27 | 7.07 | 7.73 | NA | 4.84 | 13.26 | -5.94 | 2.76 | 27.18 | 18.57 | -8.22 | 10.77 | 2.44 | -0.61 | -0.28 | 13.41 | 14.07 | -0.32 | 15.19 | 36.15 | -23.93 | 9.29 | 10.93 | 8.44 | 13.45 | 26.93 | -1.36 | 4.68 |
| Sharpe Ratio | NA | -0.02 | -0.02 | 0.44 | 0.43 | NA | NA | 0.63 | 0.07 | -0.20 | 1.09 | -0.60 | 0.27 | 1.45 | 2.37 | -1.09 | 1.80 | 0.25 | -0.07 | -0.04 | 2.26 | 2.32 | -0.03 | 1.70 | 2.71 | -1.44 | 0.81 | 1.38 | 1.31 | 2.06 | 4.34 | -0.33 | 0.26 |
| Standard Deviation(%) | NA | 8.84 | 9.91 | 12.20 | 10.30 | NA | NA | 9.61 | 7.10 | 8.93 | 8.23 | 12.12 | 10.20 | 18.55 | 7.25 | 8.78 | 5.63 | 8.89 | 8.93 | 7.58 | 5.93 | 6.04 | 11.69 | 8.86 | 13.28 | 17.24 | 7.78 | 5.56 | 4.79 | 6.06 | 6.04 | 7.56 | 9.14 |
| Draw Down(%) | NA | 6.92 | 13.88 | 20.77 | 20.77 | NA | NA | 35.16 | 0.55 | 6.88 | 7.13 | 13.88 | 6.95 | 20.77 | 3.63 | 14.29 | 3.48 | 7.75 | 10.24 | 6.18 | 5.58 | 5.01 | 13.11 | 7.48 | 15.37 | 33.34 | 5.23 | 6.37 | 3.70 | 6.18 | 5.65 | 14.82 | 10.25 |
| Yield(%) | NA | 3.87 | 3.01 | 4.47 | 3.64 | NA | NA | 4.16 | NA | 0.68 | 4.06 | 2.70 | 1.68 | 10.83 | 2.63 | 3.41 | 0.50 | 3.18 | 3.97 | 2.59 | 4.35 | 4.90 | 3.37 | 5.04 | 5.53 | 7.00 | 4.21 | 4.01 | 3.83 | 4.74 | 4.94 | 3.99 | 3.49 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.32%
Feb 2006 - Feb 2009 |
0.16%
Feb 2004 - Feb 2009 |
4.59%
Oct 2013 - Oct 2023 |
5.29%
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 Strategic Asset Allocation - Equal Weight Moderate |
21.92%
Feb 2009 - Feb 2012 |
17.32%
Feb 2009 - Feb 2014 |
10.41%
Mar 2003 - Mar 2013 |
9.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart