Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEYERHAEUSER COMPANY HOURLY 401(k) PLAN — NUMBER TWO Tactical Asset Allocation Moderate | NA | 36.09% | 11.48% | 11.70% | 8.35% | 9.03% | 9.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEYERHAEUSER COMPANY HOURLY 401(k) PLAN — NUMBER TWO 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 | Common | Inception | 2025 | 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 (%) | -0.48 | 36.09 | 11.48 | 11.70 | 8.35 | 9.03 | 9.21 | … | … | 0.80 | 25.18 | 28.02 | -9.50 | 11.66 | 7.41 | 17.22 | -5.95 | 12.03 | 8.83 | -2.51 | 8.30 | 15.92 | 12.68 | 3.21 | 9.80 | 14.80 | 2.19 | 8.17 | 14.77 | 6.69 | 12.52 | 11.45 | -7.57 | -4.39 |
| Sharpe Ratio | NA | 2.21 | 0.89 | 0.71 | 0.65 | NA | NA | … | … | 0.08 | 2.03 | 2.84 | -0.71 | 1.19 | 0.37 | 2.35 | -0.76 | 2.43 | 0.98 | -0.28 | 1.14 | 2.14 | 1.48 | 0.22 | 1.00 | 1.68 | 3.50 | 0.49 | 1.55 | 0.75 | 1.58 | 1.49 | -1.45 | -1.21 |
| Standard Deviation(%) | NA | 9.08 | 11.40 | 13.13 | 10.85 | NA | NA | … | … | 9.30 | 9.15 | 8.37 | 15.35 | 9.75 | 19.34 | 6.72 | 9.59 | 4.69 | 8.80 | 9.04 | 7.28 | 7.43 | 8.52 | 14.59 | 9.67 | 8.74 | 0.36 | 10.52 | 7.40 | 6.06 | 7.34 | 7.20 | 5.98 | 5.55 |
| Draw Down(%) | NA | 5.07 | 14.91 | 23.90 | 23.90 | NA | NA | … | … | 0.64 | 5.07 | 4.83 | 16.25 | 4.71 | 23.90 | 3.09 | 13.16 | 2.01 | 7.79 | 9.53 | 5.11 | 4.93 | 6.43 | 12.41 | 7.57 | 4.17 | 0.35 | 7.21 | 7.86 | 4.13 | 6.76 | 5.30 | 9.28 | 11.24 |
| Yield(%) | NA | 13.91 | 10.23 | 6.77 | 4.40 | NA | NA | … | … | NA | 9.26 | 13.03 | 6.06 | 1.31 | 1.55 | 2.23 | 1.92 | 2.09 | 1.80 | 1.95 | 2.02 | 1.70 | 2.42 | 2.15 | 2.27 | 3.05 | 2.55 | 3.19 | 2.88 | 2.65 | 2.38 | 3.24 | 3.32 | 3.55 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEYERHAEUSER COMPANY HOURLY 401(k) PLAN — NUMBER TWO Tactical Asset Allocation Moderate |
1.04%
Mar 2017 – Mar 2020 |
2.06%
Mar 2015 – Mar 2020 |
5.34%
Sep 2012 – Sep 2022 |
6.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEYERHAEUSER COMPANY HOURLY 401(k) PLAN — NUMBER TWO Tactical Asset Allocation Moderate |
14.70%
Nov 2021 – Nov 2024 |
12.56%
Nov 2019 – Nov 2024 |
10.60%
Jul 2003 – Jul 2013 |
9.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart