Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Tetra Pak 401K Tactical Asset Allocation Moderate | 7.66% | 32.52% | 11.59% | 4.64% | 7.79% | 7.13% | 7.72% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tetra Pak 401K Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.77 | 32.52 | 11.59 | 4.64 | 7.79 | 7.13 | 7.72 | … | … | 7.66 | 23.42 | -3.00 | 11.80 | -17.31 | 9.30 | 14.45 | 22.13 | -5.12 | 16.49 | 3.41 | -1.60 | 7.01 | 11.13 | 14.11 | 2.39 | 11.02 | 20.38 | -0.72 | 7.04 | 16.20 | 6.47 | 17.94 | 27.84 | -0.84 | 4.50 |
| Sharpe Ratio | NA | 2.23 | 0.56 | 0.16 | 0.57 | NA | NA | … | … | 0.37 | 1.39 | -0.71 | 0.99 | -1.43 | 0.88 | 1.23 | 3.25 | -0.71 | 2.96 | 0.47 | -0.18 | 1.06 | 1.53 | 2.03 | 0.17 | 1.00 | 1.61 | -0.20 | 0.30 | 1.35 | 0.50 | 1.85 | 4.09 | -0.54 | 0.40 |
| Standard Deviation(%) | NA | 13.19 | 11.52 | 11.38 | 10.15 | NA | NA | … | … | 12.45 | 14.81 | 9.32 | 8.25 | 13.10 | 10.50 | 11.51 | 6.36 | 9.14 | 5.35 | 6.86 | 9.03 | 6.60 | 7.26 | 6.91 | 14.23 | 10.98 | 12.57 | 8.61 | 12.99 | 9.50 | 8.49 | 9.16 | 6.64 | 3.68 | 5.25 |
| Draw Down(%) | NA | 8.00 | 14.89 | 22.72 | 22.72 | NA | NA | … | … | 8.00 | 11.27 | 6.64 | 7.83 | 22.72 | 7.29 | 16.01 | 2.35 | 12.81 | 2.45 | 4.68 | 10.04 | 5.49 | 7.91 | 5.22 | 11.15 | 8.39 | 6.62 | 11.21 | 11.03 | 10.01 | 6.48 | 10.32 | 2.12 | 3.60 | 5.08 |
| Yield(%) | NA | 3.42 | 5.78 | 5.37 | 4.39 | NA | NA | … | … | NA | NA | 0.94 | 3.29 | 3.15 | 10.07 | 5.55 | 4.31 | 3.62 | 2.15 | 2.86 | 4.61 | 3.81 | 4.51 | 4.89 | 3.09 | 4.31 | 4.26 | 4.16 | 5.54 | 5.61 | 6.59 | 8.38 | 7.90 | 0.82 | 4.96 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Tetra Pak 401K Tactical Asset Allocation Moderate |
-3.57%
Dec 2021 – Dec 2024 |
2.32%
Dec 2019 – Dec 2024 |
3.81%
Mar 2015 – Mar 2025 |
5.18%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tetra Pak 401K Tactical Asset Allocation Moderate |
19.31%
Mar 2003 – Mar 2006 |
16.93%
Oct 2002 – Oct 2007 |
12.08%
Jan 2003 – Jan 2013 |
10.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart