Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CASH | 1.03% | 6.31% | 4.37% | 2.64% | 1.69% | 1.14% | 1.29% | 3.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASH | 12/31/1970 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/31/1970.
AR inception is since 12/31/1970.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | 1969 | 1968 | 1967 | 1966 | 1965 | 1964 | 1963 | 1962 | 1961 | 1960 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 6.31 | 4.37 | 2.64 | 1.69 | 1.14 | 1.29 | 3.15 | 1.03 | 6.59 | 4.25 | 1.38 | 0.02 | 0.23 | 1.41 | 1.31 | 0.63 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.09 | 0.92 | 2.99 | 3.27 | 2.17 | 0.94 | 0.69 | 1.11 | 2.33 | 4.09 | 3.22 | 3.32 | 3.52 | 3.50 | 3.84 | 2.96 | 2.07 | 2.39 | 3.75 | 5.27 | 5.71 | 4.67 | 4.04 | 4.17 | 5.21 | 6.72 | 6.08 | 7.50 | 10.05 | 8.11 | 7.07 | 5.00 | 3.65 | 3.47 | 4.03 | 5.50 | 4.90 | 2.82 | 3.00 | 0.00 | 4.63 | 3.72 | 2.97 | 3.38 | 2.73 | 2.47 | 2.18 | 1.91 | 1.62 | 1.97 |
| Sharpe Ratio | NA | -0.05 | -0.03 | -0.01 | -0.01 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.55 | 0.37 | 0.32 | 0.23 | NA | NA | 0.17 | 0.00 | 0.55 | 0.29 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 | 0.01 | 0.01 | 0.02 | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 | 0.02 | 0.03 | 0.01 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.10 | 0.07 | 0.12 | 0.05 | 0.04 | 0.03 | 0.01 | 0.02 | 0.03 | 0.05 | 0.03 | 0.03 | 0.00 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 | 0.00 | 0.01 | 0.00 | 0.01 | 0.03 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.05 | 5.49 | 3.62 | 2.17 | 1.43 | 0.95 | 1.07 | 2.92 | 0.89 | 5.50 | 3.24 | 1.25 | 0.00 | 0.00 | 1.83 | 1.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 2.48 | 2.49 | 2.50 | 0.47 | 0.00 | 0.00 | 2.22 | 4.79 | 2.50 | 2.50 | 2.50 | 2.51 | 3.66 | 2.70 | 2.50 | 2.51 | 3.84 | 5.00 | 5.00 | 5.00 | 4.68 | 4.27 | 4.96 | 6.75 | 5.31 | 6.93 | 9.61 | 7.70 | 7.27 | 5.05 | 3.45 | 2.55 | 4.25 | 5.10 | 4.78 | 2.50 | 2.53 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASH (CASH) |
0.02%
Sep 2012 - Sep 2015 |
0.03%
Aug 2010 - Aug 2015 |
0.20%
Jan 2008 - Jan 2018 |
0.42%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASH (CASH) |
8.84%
Jul 1979 - Jul 1982 |
7.79%
Aug 1979 - Aug 1984 |
6.38%
Jul 1977 - Jul 1987 |
5.79%
May 1976 - May 1991 |
Annualized Rolling Returns Comparison Chart