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 Strategic Asset Allocation – Optimal Moderate | NA | 23.35% | 1.26% | 7.30% | 6.95% | 8.22% | 7.23% | … | … |
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 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 (%) | -0.90 | 23.35 | 1.26 | 7.30 | 6.95 | 8.22 | 7.23 | … | … | 0.48 | 7.77 | 14.67 | -17.09 | 8.39 | 20.55 | 20.07 | -4.86 | 15.43 | 6.44 | 1.38 | 7.28 | 16.16 | 12.21 | 0.43 | 14.68 | 21.03 | -22.49 | 7.55 | 12.08 | 8.18 | 11.50 | 21.64 | -7.70 | 0.25 |
| Sharpe Ratio | NA | 0.26 | -0.22 | 0.27 | 0.47 | NA | NA | … | … | 0.06 | 0.13 | 1.13 | -1.17 | 0.86 | 1.08 | 2.55 | -0.60 | 3.25 | 0.75 | 0.15 | 1.07 | 2.30 | 1.58 | 0.03 | 1.24 | 1.22 | -1.06 | 0.48 | 1.20 | 1.00 | 1.49 | 2.50 | -0.75 | -0.21 |
| Standard Deviation(%) | NA | 8.85 | 11.72 | 13.12 | 10.88 | NA | NA | … | … | 7.51 | 8.92 | 9.19 | 15.73 | 9.76 | 18.76 | 7.33 | 10.28 | 4.55 | 8.29 | 8.78 | 6.78 | 7.00 | 7.71 | 14.11 | 11.75 | 17.16 | 22.06 | 9.53 | 7.37 | 6.04 | 7.07 | 8.38 | 11.82 | 9.91 |
| Draw Down(%) | NA | 5.69 | 22.70 | 24.47 | 24.47 | NA | NA | … | … | 0.61 | 5.69 | 9.33 | 23.45 | 5.36 | 21.38 | 4.10 | 12.42 | 1.48 | 6.91 | 8.91 | 4.77 | 5.63 | 6.29 | 13.56 | 8.36 | 16.83 | 33.69 | 5.97 | 7.69 | 4.17 | 6.99 | 7.31 | 18.86 | 13.54 |
| Yield(%) | NA | 3.83 | 4.69 | 4.03 | 3.35 | NA | NA | … | … | NA | 0.69 | 3.56 | 4.52 | 5.02 | 4.00 | 2.19 | 3.37 | 0.33 | 1.96 | 4.26 | 3.53 | 3.03 | 2.71 | 2.18 | 2.57 | 2.55 | 3.97 | 8.24 | 5.44 | 3.82 | 2.84 | 2.82 | 3.06 | 3.63 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.00%
Feb 2006 – Feb 2009 |
-0.71%
Feb 2004 – Feb 2009 |
5.60%
Feb 2006 – Feb 2016 |
5.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNISOURCE WORLDWIDE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
18.63%
Feb 2009 – Feb 2012 |
15.93%
Feb 2009 – Feb 2014 |
10.82%
Feb 2009 – Feb 2019 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart