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 Asset Allocation Composite Moderate | 5.64% | 24.73% | 11.99% | 3.70% | 5.92% | 5.30% | 5.13% | … | … |
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 Asset Allocation Composite 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 (%) | 0.44 | 24.73 | 11.99 | 3.70 | 5.92 | 5.30 | 5.13 | … | … | 5.64 | 20.55 | 6.76 | 6.63 | -22.27 | 6.72 | 15.12 | 15.37 | -4.28 | 13.65 | 0.58 | -4.87 | 7.06 | 6.53 | 11.78 | 3.55 | 3.37 | 9.09 | 3.21 | 0.62 | 7.86 | 4.86 | 7.94 | 8.59 | 1.55 | 2.31 |
| Sharpe Ratio | NA | 1.80 | 0.82 | 0.05 | 0.52 | NA | NA | … | … | 0.21 | 1.82 | 0.40 | 0.34 | -2.39 | 0.95 | 1.94 | 3.09 | -0.92 | 3.44 | 0.06 | -0.81 | 1.54 | 1.06 | 2.04 | 0.39 | 0.64 | 1.55 | 1.00 | -0.47 | 1.26 | 0.86 | 1.87 | 3.55 | 0.42 | -2.43 |
| Standard Deviation(%) | NA | 11.43 | 9.61 | 9.34 | 7.88 | NA | NA | … | … | 15.27 | 9.72 | 7.85 | 8.63 | 9.92 | 7.05 | 7.68 | 4.50 | 6.15 | 3.78 | 5.83 | 6.03 | 4.57 | 6.10 | 5.76 | 8.93 | 5.13 | 5.79 | 2.24 | 5.39 | 3.52 | 3.02 | 3.71 | 2.22 | 0.96 | 0.05 |
| Draw Down(%) | NA | 10.15 | 10.39 | 24.60 | 24.60 | NA | NA | … | … | 10.15 | 9.60 | 4.94 | 9.67 | 22.66 | 4.69 | 4.61 | 1.72 | 8.56 | 1.70 | 5.64 | 9.14 | 4.22 | 6.83 | 4.70 | 6.26 | 4.37 | 3.15 | 1.71 | 4.38 | 3.20 | 1.94 | 5.10 | 1.08 | 0.95 | 0.00 |
| Yield(%) | NA | 3.24 | 4.18 | 3.84 | 3.67 | NA | NA | … | … | NA | NA | 0.90 | 3.04 | 3.64 | 5.21 | 2.25 | 4.76 | 3.18 | 5.18 | 3.31 | 2.98 | 3.12 | 3.35 | 3.88 | 2.98 | 1.83 | 2.16 | 1.08 | 6.76 | 5.29 | 5.76 | 4.83 | 3.44 | 1.06 | 2.31 |
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 Asset Allocation Composite Moderate |
-4.92%
Apr 2021 – Apr 2024 |
0.92%
Sep 2018 – Sep 2023 |
1.87%
Oct 2013 – Oct 2023 |
3.49%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tetra Pak 401K Asset Allocation Composite Moderate |
12.33%
Dec 2018 – Dec 2021 |
9.05%
Dec 2016 – Dec 2021 |
6.79%
Sep 2011 – Sep 2021 |
6.01%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart