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 Tactical Asset Allocation Moderate | NA | 23.05% | 0.26% | 4.97% | 4.98% | 5.14% | 5.79% | … | … |
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 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 (%) | 0.31 | 23.05 | 0.26 | 4.97 | 4.98 | 5.14 | 5.79 | … | … | 1.07 | 11.16 | 15.07 | -19.86 | 6.46 | 13.91 | 12.70 | -3.62 | 19.74 | 2.26 | -2.88 | 2.17 | 14.29 | 1.96 | 0.59 | 5.69 | 14.89 | -8.14 | 11.32 | 13.68 | 5.66 | 11.71 | 15.63 | 3.78 | 6.86 |
| Sharpe Ratio | NA | 0.70 | -0.19 | 0.21 | 0.42 | NA | NA | … | … | 0.09 | 0.48 | 1.37 | -1.72 | 0.65 | 1.65 | 2.36 | -0.65 | 4.04 | 0.48 | -0.61 | 0.36 | 1.99 | 0.34 | 0.07 | 0.57 | 1.94 | -2.45 | 0.97 | 1.37 | 0.63 | 1.61 | 3.14 | 0.83 | 1.41 |
| Standard Deviation(%) | NA | 9.59 | 10.13 | 9.76 | 7.89 | NA | NA | … | … | 10.93 | 9.60 | 7.91 | 12.33 | 9.89 | 8.28 | 4.78 | 7.63 | 4.73 | 4.29 | 4.80 | 5.98 | 7.15 | 5.62 | 7.56 | 9.83 | 7.62 | 3.71 | 8.57 | 7.62 | 5.50 | 6.67 | 4.76 | 3.21 | 3.21 |
| Draw Down(%) | NA | 5.93 | 18.82 | 23.49 | 23.49 | NA | NA | … | … | 0.86 | 5.93 | 6.84 | 20.50 | 7.14 | 8.86 | 3.51 | 9.81 | 1.50 | 3.80 | 5.80 | 5.70 | 6.27 | 6.07 | 6.23 | 10.47 | 4.22 | 10.24 | 6.81 | 9.38 | 4.81 | 6.52 | 2.48 | 2.21 | 1.92 |
| Yield(%) | NA | 2.78 | 2.73 | 3.33 | 3.25 | NA | NA | … | … | NA | 0.49 | 2.99 | 3.31 | 1.44 | 5.01 | 3.48 | 3.73 | 6.14 | 2.39 | 1.74 | 2.28 | 4.06 | 1.54 | 1.32 | 2.39 | 4.47 | 2.17 | 6.09 | 8.09 | 4.03 | 2.96 | 3.24 | 3.34 | 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 Tactical Asset Allocation Moderate |
-0.95%
Dec 2019 – Dec 2022 |
1.09%
Dec 2017 – Dec 2022 |
3.17%
Oct 2013 – Oct 2023 |
3.51%
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 Tactical Asset Allocation Moderate |
13.30%
Oct 2004 – Oct 2007 |
12.35%
Oct 2002 – Oct 2007 |
8.18%
Apr 2001 – Apr 2011 |
7.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart