Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNISOURCE WORLDWIDE INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -9.92% | -4.92% | 2.08% | 4.26% | 6.92% | 7.56% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNISOURCE WORLDWIDE INC. 401K 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 (%) | -0.73 | -9.92 | -4.92 | 2.08 | 4.26 | 6.92 | 7.56 | … | … | 0.56 | 6.18 | 15.28 | -10.24 | 12.65 | 11.68 | 17.65 | -3.20 | 13.71 | 7.58 | 0.05 | 10.69 | 18.29 | 10.48 | 2.94 | 18.03 | 14.86 | 0.26 | 9.28 | 13.46 | 8.30 | 10.85 | 21.61 | 1.91 | 1.90 |
| Sharpe Ratio | NA | 0.02 | -0.02 | 0.19 | 0.32 | NA | NA | … | … | 0.07 | -0.01 | 1.30 | -0.81 | 1.34 | 0.60 | 2.31 | -0.43 | 2.66 | 0.89 | 0.00 | 1.47 | 2.49 | 1.40 | 0.20 | 1.46 | 1.51 | -0.12 | 0.63 | 1.20 | 0.94 | 1.40 | 2.94 | 0.15 | -0.06 |
| Standard Deviation(%) | NA | 40.75 | 25.43 | 21.86 | 16.48 | NA | NA | … | … | 7.00 | 40.77 | 8.47 | 14.27 | 9.45 | 19.09 | 7.03 | 10.40 | 4.91 | 8.25 | 8.96 | 7.25 | 7.34 | 7.46 | 14.70 | 12.26 | 9.75 | 5.74 | 10.02 | 8.46 | 6.53 | 7.06 | 7.11 | 5.54 | 7.02 |
| Draw Down(%) | NA | 25.93 | 25.93 | 25.93 | 25.93 | NA | NA | … | … | 0.49 | 25.93 | 7.32 | 14.55 | 3.78 | 20.91 | 3.04 | 12.26 | 1.90 | 6.23 | 9.23 | 3.98 | 5.08 | 5.44 | 13.24 | 8.44 | 5.01 | 5.43 | 6.86 | 9.68 | 4.47 | 7.22 | 3.55 | 3.99 | 6.57 |
| Yield(%) | NA | 4.10 | 4.13 | 4.14 | 3.68 | NA | NA | … | … | NA | 0.98 | 4.31 | 4.41 | 3.67 | 1.90 | 7.40 | 3.30 | 2.71 | 3.17 | 3.18 | 3.77 | 2.88 | 3.00 | 2.12 | 2.41 | 3.79 | 4.38 | 6.86 | 6.02 | 3.22 | 2.53 | 4.11 | 5.49 | 5.27 |
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 |
|---|---|---|---|---|
| UNISOURCE WORLDWIDE INC. 401K PLAN Tactical Asset Allocation Moderate |
-4.70%
Oct 2021 – Oct 2024 |
2.08%
Oct 2019 – Oct 2024 |
4.26%
Oct 2014 – Oct 2024 |
6.94%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNISOURCE WORLDWIDE INC. 401K PLAN Tactical Asset Allocation Moderate |
14.60%
Apr 2003 – Apr 2006 |
14.17%
Jun 2009 – Jun 2014 |
11.21%
Apr 2003 – Apr 2013 |
10.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart