Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Greif 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 31.40% | 10.87% | 11.37% | 7.16% | 7.13% | 7.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Greif 401(k) Retirement 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 (%) | -0.17 | 31.40 | 10.87 | 11.37 | 7.16 | 7.13 | 7.27 | … | … | 0.82 | 19.24 | 22.86 | -5.99 | 5.59 | 15.63 | 9.82 | -4.51 | 6.33 | 5.67 | -0.02 | 0.02 | 15.77 | 8.17 | 1.18 | 7.70 | 15.56 | -3.11 | 10.08 | 10.28 | 6.12 | 7.92 | 16.72 | 0.23 | 6.60 |
| Sharpe Ratio | NA | 2.20 | 0.87 | 0.96 | 0.75 | NA | NA | … | … | 0.21 | 2.00 | 2.68 | -0.60 | 0.60 | 1.85 | 1.82 | -0.87 | 1.02 | 1.36 | -0.01 | 0.00 | 2.12 | 1.34 | 0.15 | 0.68 | 1.91 | -1.00 | 0.77 | 0.94 | 0.67 | 0.91 | 2.97 | -0.20 | 1.06 |
| Standard Deviation(%) | NA | 6.26 | 8.97 | 8.90 | 7.31 | NA | NA | … | … | 3.68 | 6.31 | 6.94 | 12.36 | 9.27 | 8.31 | 4.63 | 6.72 | 5.60 | 4.03 | 4.90 | 5.87 | 7.43 | 6.06 | 7.58 | 11.26 | 8.11 | 4.04 | 9.19 | 7.50 | 5.88 | 7.71 | 5.40 | 4.36 | 4.05 |
| Draw Down(%) | NA | 4.39 | 14.15 | 16.45 | 16.45 | NA | NA | … | … | 0.14 | 4.39 | 3.81 | 14.75 | 5.18 | 10.11 | 3.40 | 9.57 | 5.06 | 3.49 | 4.96 | 5.19 | 4.48 | 5.13 | 7.24 | 9.46 | 4.33 | 6.40 | 6.93 | 9.34 | 4.35 | 6.44 | 3.12 | 5.98 | 2.79 |
| Yield(%) | NA | 17.76 | 11.96 | 8.79 | 5.72 | NA | NA | … | … | NA | 6.00 | 16.16 | 6.94 | 6.07 | 3.64 | 4.93 | 4.84 | 0.51 | 2.45 | 1.04 | 4.03 | 3.62 | 3.56 | 1.69 | 3.83 | 4.18 | 2.44 | 5.39 | 5.21 | 4.41 | 3.33 | 2.83 | 4.57 | 6.55 |
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 |
|---|---|---|---|---|
| Greif 401(k) Retirement Plan Tactical Asset Allocation Moderate |
0.95%
Oct 2017 – Oct 2020 |
1.33%
Sep 2017 – Sep 2022 |
3.70%
Sep 2012 – Sep 2022 |
4.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Greif 401(k) Retirement Plan Tactical Asset Allocation Moderate |
13.31%
Nov 2021 – Nov 2024 |
12.15%
Nov 2019 – Nov 2024 |
8.38%
Jul 2003 – Jul 2013 |
7.48%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart