Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 33.15% | 10.23% | 10.70% | 6.51% | 5.75% | 6.61% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREDEGAR CORPORATION RETIREMENT 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 (%) | -0.74 | 33.15 | 10.23 | 10.70 | 6.51 | 5.75 | 6.61 | … | … | 0.69 | 19.55 | 21.26 | -6.78 | 5.45 | 14.04 | 7.86 | -3.51 | 6.60 | 2.58 | 0.05 | 0.03 | 9.42 | 6.51 | -6.70 | 9.56 | 16.01 | -3.17 | 14.46 | 10.38 | 7.22 | 12.36 | 16.37 | 0.76 | 6.21 |
| Sharpe Ratio | NA | 1.50 | 0.77 | 0.90 | 0.66 | NA | NA | … | … | 0.09 | 1.34 | 2.33 | -0.89 | 0.64 | 1.65 | 1.49 | -0.70 | 1.09 | 0.61 | 0.00 | 0.00 | 1.33 | 1.13 | -0.70 | 0.89 | 2.13 | -1.02 | 1.26 | 0.91 | 0.76 | 1.35 | 2.53 | -0.07 | 1.08 |
| Standard Deviation(%) | NA | 9.64 | 8.81 | 8.67 | 7.15 | NA | NA | … | … | 6.87 | 9.67 | 7.30 | 9.21 | 8.49 | 8.39 | 4.32 | 6.92 | 5.48 | 3.87 | 4.95 | 5.92 | 7.07 | 5.71 | 9.61 | 10.63 | 7.47 | 4.01 | 9.09 | 7.80 | 6.65 | 8.49 | 6.19 | 4.92 | 3.62 |
| Draw Down(%) | NA | 6.63 | 11.84 | 13.81 | 13.81 | NA | NA | … | … | 0.52 | 6.63 | 4.70 | 11.95 | 5.38 | 9.87 | 2.76 | 9.04 | 5.21 | 3.15 | 5.17 | 5.01 | 5.62 | 5.19 | 12.73 | 7.91 | 3.86 | 6.33 | 6.35 | 10.25 | 5.11 | 6.94 | 3.96 | 5.20 | 2.79 |
| Yield(%) | NA | 16.71 | 10.99 | 8.10 | 5.09 | NA | NA | … | … | NA | 4.47 | 16.15 | 7.84 | 3.98 | 4.21 | 3.98 | 2.57 | 0.20 | 2.09 | 0.99 | 4.07 | 0.65 | 4.42 | 1.16 | 3.71 | 4.08 | 2.54 | 6.14 | 6.98 | 2.84 | 4.20 | 2.84 | 4.72 | 6.31 |
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 |
|---|---|---|---|---|
| TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.43%
Nov 2013 – Nov 2016 |
0.90%
Apr 2011 – Apr 2016 |
2.42%
Mar 2010 – Mar 2020 |
3.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
13.82%
Oct 2004 – Oct 2007 |
13.04%
Oct 2002 – Oct 2007 |
9.33%
Apr 2001 – Apr 2011 |
7.01%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart