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 Strategic Asset Allocation – Optimal Moderate | NA | 23.96% | 4.62% | 9.30% | 8.07% | 8.46% | 7.31% | … | … |
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 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 (%) | -0.91 | 23.96 | 4.62 | 9.30 | 8.07 | 8.46 | 7.31 | … | … | 1.10 | 5.50 | 19.28 | -11.67 | 8.34 | 17.95 | 17.40 | -2.13 | 16.75 | 6.92 | 1.98 | 3.00 | 19.63 | 10.79 | -3.22 | 11.69 | 22.66 | -23.89 | 9.06 | 11.33 | 7.27 | 11.44 | 22.31 | -2.48 | -1.78 |
| Sharpe Ratio | NA | 0.02 | 0.02 | 0.37 | 0.56 | NA | NA | … | … | 0.16 | -0.11 | 1.64 | -0.86 | 0.87 | 0.94 | 1.88 | -0.32 | 3.05 | 0.77 | 0.31 | 0.41 | 2.68 | 1.20 | -0.21 | 0.96 | 1.29 | -1.07 | 0.62 | 1.09 | 0.85 | 1.58 | 2.63 | -0.89 | -1.09 |
| Standard Deviation(%) | NA | 10.23 | 11.83 | 13.19 | 10.97 | NA | NA | … | … | 6.47 | 10.26 | 9.17 | 15.20 | 9.56 | 18.93 | 8.52 | 10.84 | 5.29 | 8.71 | 6.27 | 7.18 | 7.30 | 8.96 | 15.80 | 12.10 | 17.46 | 23.08 | 9.86 | 7.38 | 5.99 | 6.66 | 8.21 | 4.03 | 3.75 |
| Draw Down(%) | NA | 6.97 | 17.54 | 19.57 | 19.57 | NA | NA | … | … | 0.26 | 6.97 | 6.89 | 18.04 | 5.06 | 19.57 | 5.41 | 11.90 | 2.02 | 6.83 | 6.43 | 6.03 | 4.59 | 7.70 | 15.83 | 9.56 | 16.46 | 33.93 | 6.47 | 7.83 | 4.22 | 4.90 | 5.01 | 5.83 | 6.60 |
| Yield(%) | NA | 8.13 | 6.85 | 5.91 | 4.15 | NA | NA | … | … | NA | 0.52 | 8.70 | 4.77 | 6.50 | 5.01 | 4.17 | 4.42 | 0.28 | 2.50 | 2.96 | 1.82 | 1.80 | 1.35 | 1.49 | 1.05 | 0.94 | 3.56 | 5.97 | 6.22 | 3.12 | 1.15 | 0.90 | 1.22 | 2.18 |
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 Strategic Asset Allocation – Optimal Modera |
-7.07%
Feb 2006 – Feb 2009 |
-0.84%
Feb 2004 – Feb 2009 |
4.78%
Feb 2006 – Feb 2016 |
5.15%
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 Strategic Asset Allocation – Optimal Modera |
16.37%
Feb 2009 – Feb 2012 |
14.73%
Feb 2009 – Feb 2014 |
10.43%
Feb 2009 – Feb 2019 |
9.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart