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 Strategic Asset Allocation – Optimal Moderate | NA | 25.15% | 1.52% | 7.51% | 7.09% | 7.69% | 6.85% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.18 | 25.15 | 1.52 | 7.51 | 7.09 | 7.69 | 6.85 | … | … | 0.66 | 11.02 | 18.31 | -20.39 | 8.35 | 20.68 | 20.70 | -2.97 | 18.59 | 4.64 | -1.75 | 4.87 | 15.57 | 10.31 | -2.67 | 12.76 | 23.29 | -28.79 | 11.28 | 12.75 | 9.71 | 14.14 | 20.00 | -4.08 | -1.72 |
| Sharpe Ratio | NA | 0.63 | -0.11 | 0.29 | 0.49 | NA | NA | … | … | 0.03 | 0.48 | 1.67 | -1.28 | 0.88 | 1.08 | 2.59 | -0.45 | 3.96 | 0.53 | -0.21 | 0.72 | 2.20 | 1.30 | -0.20 | 1.23 | 1.61 | -1.55 | 0.94 | 1.33 | 1.24 | 1.96 | 2.64 | -0.56 | -0.33 |
| Standard Deviation(%) | NA | 9.35 | 12.25 | 13.40 | 10.97 | NA | NA | … | … | 17.29 | 9.20 | 8.42 | 17.04 | 9.45 | 18.86 | 7.45 | 9.60 | 4.53 | 8.32 | 8.37 | 6.72 | 7.05 | 7.87 | 13.61 | 10.28 | 14.43 | 19.14 | 8.80 | 7.12 | 6.07 | 6.72 | 7.32 | 9.33 | 12.27 |
| Draw Down(%) | NA | 5.48 | 23.72 | 27.74 | 27.74 | NA | NA | … | … | 1.08 | 5.48 | 6.87 | 25.51 | 6.75 | 22.29 | 3.49 | 12.03 | 1.57 | 6.28 | 8.34 | 5.20 | 6.08 | 6.81 | 13.35 | 7.82 | 16.12 | 36.47 | 6.51 | 7.99 | 4.78 | 5.87 | 6.36 | 11.78 | 17.54 |
| Yield(%) | NA | 3.00 | 2.44 | 3.13 | 3.60 | NA | NA | … | … | NA | 0.47 | 3.24 | 2.39 | 1.58 | 5.20 | 2.73 | 3.96 | 5.75 | 2.58 | 3.98 | 4.93 | 5.91 | 1.94 | 4.45 | 2.24 | 3.92 | 2.96 | 7.83 | 7.92 | 3.91 | 3.78 | 2.37 | 2.65 | 3.66 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.13%
Feb 2006 – Feb 2009 |
-0.61%
Feb 2004 – Feb 2009 |
3.95%
Dec 2006 – Dec 2016 |
4.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Glatfelter 401(k) Savings Plan Strategic Asset Allocation – Optimal Moderate |
17.38%
Feb 2009 – Feb 2012 |
14.38%
Feb 2009 – Feb 2014 |
9.96%
Feb 2009 – Feb 2019 |
9.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart