Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPPI FINE PAPER NORTH AMERICA SALARIED INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 22.67% | 3.99% | 8.50% | 6.35% | 6.97% | 6.21% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPPI FINE PAPER NORTH AMERICA SALARIED INVESTMENT 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 (%) | -0.79 | 22.67 | 3.99 | 8.50 | 6.35 | 6.97 | 6.21 | … | … | 0.73 | 7.38 | 17.26 | -13.18 | 9.25 | 16.46 | 16.85 | -4.71 | 9.83 | 3.45 | 1.04 | 3.32 | 16.40 | 10.96 | -3.88 | 10.91 | 21.90 | -24.27 | 7.56 | 11.39 | 9.24 | 10.34 | 17.72 | -9.80 | -0.22 |
| Sharpe Ratio | NA | 0.23 | -0.03 | 0.36 | 0.44 | NA | NA | … | … | 0.10 | 0.09 | 1.65 | -1.03 | 1.09 | 0.92 | 2.15 | -0.63 | 2.08 | 0.38 | 0.13 | 0.49 | 2.48 | 1.34 | -0.25 | 0.89 | 1.25 | -1.16 | 0.50 | 1.33 | 1.26 | 1.43 | 1.91 | -0.82 | -0.28 |
| Standard Deviation(%) | NA | 9.01 | 10.73 | 12.09 | 10.12 | NA | NA | … | … | 6.42 | 9.03 | 7.87 | 14.20 | 8.43 | 17.68 | 7.18 | 9.59 | 4.43 | 8.47 | 7.81 | 6.81 | 6.60 | 8.13 | 15.64 | 12.17 | 17.48 | 21.81 | 9.10 | 6.09 | 5.61 | 6.56 | 8.92 | 13.24 | 8.93 |
| Draw Down(%) | NA | 6.68 | 17.19 | 20.50 | 20.50 | NA | NA | … | … | 0.39 | 6.68 | 6.39 | 17.89 | 4.19 | 20.50 | 4.14 | 12.44 | 2.84 | 7.88 | 7.16 | 5.15 | 4.25 | 7.02 | 16.42 | 9.55 | 16.51 | 33.05 | 6.20 | 6.63 | 3.62 | 4.50 | 7.67 | 19.43 | 11.96 |
| Yield(%) | NA | 6.06 | 4.67 | 4.31 | 3.94 | NA | NA | … | … | NA | 0.53 | 6.52 | 2.61 | 4.44 | 2.84 | 5.17 | 5.52 | 0.27 | 2.02 | 5.93 | 4.16 | 2.30 | 1.09 | 0.82 | 1.08 | 1.22 | 1.77 | 6.91 | 5.20 | 3.31 | 1.25 | 1.71 | 1.67 | 2.51 |
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 |
|---|---|---|---|---|
| SAPPI FINE PAPER NORTH AMERICA SALARIED INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderat |
-7.50%
Feb 2006 – Feb 2009 |
-1.13%
Feb 2004 – Feb 2009 |
3.97%
Dec 2006 – Dec 2016 |
3.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPPI FINE PAPER NORTH AMERICA SALARIED INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderat |
15.72%
Feb 2009 – Feb 2012 |
13.78%
Feb 2009 – Feb 2014 |
8.54%
Feb 2009 – Feb 2019 |
8.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart