Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 22.48% | 5.40% | 7.39% | 7.08% | 8.72% | 9.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST 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 (%) | -0.95 | 22.48 | 5.40 | 7.39 | 7.08 | 8.72 | 9.11 | … | … | -0.02 | 5.07 | 15.51 | -7.67 | 11.38 | 5.77 | 12.45 | 1.01 | 17.20 | 4.80 | 1.83 | 8.13 | 28.18 | 11.17 | -3.66 | 14.14 | 13.39 | 7.08 | 9.08 | 14.24 | 7.62 | 11.26 | 13.79 | -13.38 | 2.31 |
| Sharpe Ratio | NA | -0.18 | 0.00 | 0.24 | 0.45 | NA | NA | … | … | -0.14 | -0.17 | 1.39 | -0.67 | 1.49 | 0.27 | 1.32 | -0.03 | 3.31 | 0.56 | 0.20 | 0.73 | 2.72 | 0.95 | -0.17 | 0.94 | 1.19 | 0.55 | 0.51 | 1.25 | 0.85 | 1.28 | 1.50 | -2.23 | 0.01 |
| Standard Deviation(%) | NA | 8.64 | 10.36 | 12.76 | 10.80 | NA | NA | … | … | 0.56 | 8.69 | 8.08 | 13.50 | 7.62 | 20.83 | 8.35 | 10.65 | 5.00 | 8.16 | 8.89 | 11.09 | 10.34 | 11.64 | 22.25 | 15.00 | 11.13 | 11.14 | 12.02 | 8.79 | 6.38 | 8.05 | 8.72 | 6.48 | 0.05 |
| Draw Down(%) | NA | 6.79 | 15.19 | 22.27 | 22.27 | NA | NA | … | … | 0.07 | 6.73 | 5.90 | 15.46 | 3.21 | 22.27 | 6.57 | 8.00 | 1.40 | 8.16 | 7.79 | 8.49 | 5.91 | 9.15 | 20.29 | 13.29 | 8.65 | 7.29 | 7.92 | 9.54 | 4.52 | 7.34 | 8.78 | 14.51 | 0.00 |
| Yield(%) | NA | 9.47 | 7.03 | 6.08 | 4.69 | NA | NA | … | … | NA | 1.61 | 9.23 | 2.96 | 7.59 | 5.37 | 4.47 | 3.45 | 2.86 | 2.83 | 4.02 | 3.51 | 3.47 | 1.66 | 2.59 | 1.82 | 1.36 | 5.30 | 5.13 | 5.68 | 3.11 | 1.45 | 1.22 | 1.57 | 2.31 |
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 |
|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Tactical Asset Allocation Moderate |
-0.14%
Jul 2001 – Jul 2004 |
3.49%
Sep 2017 – Sep 2022 |
6.09%
Oct 2013 – Oct 2023 |
7.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Tactical Asset Allocation Moderate |
17.66%
Sep 2011 – Sep 2014 |
14.58%
Jun 2009 – Jun 2014 |
11.88%
Aug 2004 – Aug 2014 |
10.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart