Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Glatfelter 401(k) Savings Plan for Hourly Employees Tactical Asset Allocation Moderate | NA | 22.62% | 1.40% | 5.65% | 5.16% | 5.84% | 6.31% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Glatfelter 401(k) Savings Plan for Hourly Employees 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 (%) | 0.24 | 22.62 | 1.40 | 5.65 | 5.16 | 5.84 | 6.31 | … | … | 1.09 | 10.63 | 16.32 | -18.60 | 9.20 | 14.09 | 9.86 | -4.17 | 19.49 | 2.24 | -2.59 | 2.54 | 14.32 | 7.51 | 2.89 | 5.50 | 15.25 | -8.14 | 11.71 | 14.53 | 4.59 | 9.11 | 15.83 | 3.32 | 6.86 |
| Sharpe Ratio | NA | 0.63 | -0.12 | 0.33 | 0.45 | NA | NA | … | … | 0.09 | 0.41 | 1.53 | -1.59 | 0.97 | 1.91 | 1.58 | -0.75 | 4.10 | 0.49 | -0.54 | 0.48 | 2.32 | 1.52 | 0.42 | 0.59 | 1.98 | -2.45 | 0.98 | 1.52 | 0.44 | 1.25 | 3.22 | 0.66 | 1.41 |
| Standard Deviation(%) | NA | 9.73 | 10.27 | 9.60 | 7.78 | NA | NA | … | … | 11.17 | 9.73 | 7.87 | 12.58 | 9.46 | 7.24 | 5.36 | 7.35 | 4.60 | 4.16 | 4.83 | 5.28 | 6.15 | 4.92 | 6.82 | 9.24 | 7.67 | 3.71 | 8.90 | 7.42 | 5.48 | 6.53 | 4.70 | 3.36 | 3.21 |
| Draw Down(%) | NA | 6.10 | 18.71 | 22.58 | 22.58 | NA | NA | … | … | 0.88 | 6.10 | 6.85 | 20.52 | 6.41 | 6.11 | 3.38 | 10.38 | 1.44 | 3.48 | 6.16 | 5.55 | 4.01 | 4.41 | 5.11 | 7.57 | 4.15 | 10.24 | 6.99 | 9.20 | 4.90 | 6.41 | 2.48 | 2.89 | 1.92 |
| Yield(%) | NA | 2.83 | 3.11 | 3.24 | 3.07 | NA | NA | … | … | NA | 0.51 | 3.26 | 4.19 | 1.20 | 4.98 | 1.93 | 3.77 | 5.62 | 2.15 | 1.77 | 1.73 | 3.69 | 2.02 | 3.26 | 2.56 | 4.48 | 2.17 | 6.26 | 8.20 | 3.26 | 2.49 | 3.32 | 3.33 | 5.02 |
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 |
|---|---|---|---|---|
| Glatfelter 401(k) Savings Plan for Hourly Employees Tactical Asset Allocation Moderate |
0.46%
Feb 2020 – Feb 2023 |
1.32%
Dec 2017 – Dec 2022 |
3.45%
Oct 2013 – Oct 2023 |
4.15%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Glatfelter 401(k) Savings Plan for Hourly Employees Tactical Asset Allocation Moderate |
13.15%
Oct 2004 – Oct 2007 |
11.89%
Oct 2002 – Oct 2007 |
8.12%
Jul 2003 – Jul 2013 |
7.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart