Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Tetra Pak 401K Asset Allocation Composite Moderate | NA | 15.11% | -2.34% | 2.65% | 3.06% | 4.16% | 4.50% | 4.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tetra Pak 401K Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | 1.14 | 15.11 | -2.34 | 2.65 | 3.06 | 4.16 | 4.50 | 4.71 | NA | 6.26 | 6.63 | -22.27 | 6.72 | 15.12 | 15.37 | -4.28 | 13.65 | 0.58 | -4.87 | 7.06 | 6.53 | 11.78 | 3.55 | 3.37 | 9.09 | 3.21 | 0.62 | 7.86 | 4.86 | 7.94 | 8.59 | 1.55 | 2.31 |
| Sharpe Ratio | NA | 0.16 | -0.67 | 0.00 | 0.15 | NA | NA | 0.54 | 0.21 | -0.04 | 0.28 | -2.38 | 0.95 | 1.94 | 3.11 | -0.91 | 3.45 | 0.06 | -0.81 | 1.54 | 1.07 | 2.04 | 0.39 | 0.64 | 1.55 | 1.02 | -0.44 | 1.31 | 0.89 | 1.88 | 3.56 | 0.46 | 0.01 |
| Standard Deviation(%) | NA | 7.94 | 8.85 | 8.37 | 7.04 | NA | NA | 5.78 | 8.56 | 7.87 | 8.63 | 9.92 | 7.05 | 7.68 | 4.50 | 6.15 | 3.78 | 5.83 | 6.03 | 4.57 | 6.10 | 5.76 | 8.93 | 5.13 | 5.79 | 2.24 | 5.39 | 3.52 | 3.02 | 3.71 | 2.22 | 0.96 | 0.05 |
| Draw Down(%) | NA | 6.24 | 19.99 | 24.60 | 24.60 | NA | NA | 24.60 | 2.12 | 5.16 | 9.67 | 22.66 | 4.69 | 4.61 | 1.72 | 8.56 | 1.70 | 5.64 | 9.14 | 4.22 | 6.83 | 4.70 | 6.26 | 4.37 | 3.15 | 1.71 | 4.38 | 3.20 | 1.94 | 5.10 | 1.08 | 0.95 | 0.00 |
| Yield(%) | NA | 3.24 | 4.18 | 3.84 | 3.67 | NA | NA | 3.58 | NA | 0.90 | 3.04 | 3.64 | 5.21 | 2.25 | 4.76 | 3.18 | 5.18 | 3.31 | 2.98 | 3.12 | 3.35 | 3.88 | 2.98 | 1.83 | 2.16 | 1.08 | 6.76 | 5.29 | 5.76 | 4.83 | 3.44 | 1.06 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tetra Pak 401K Asset Allocation Composite Moderate |
-4.92%
Apr 2021 - Apr 2024 |
0.92%
Sep 2018 - Sep 2023 |
1.87%
Oct 2013 - Oct 2023 |
3.49%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tetra Pak 401K Asset Allocation Composite Moderate |
12.33%
Dec 2018 - Dec 2021 |
9.05%
Dec 2016 - Dec 2021 |
6.79%
Sep 2011 - Sep 2021 |
6.01%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart