Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Andrew Tobias Three Fund Lazy Portfolio Annual Balance | 11.46% | 15.09% | 10.32% | 8.35% | 7.41% | 7.69% | 6.85% | 6.02% |
Data as of 08/08/2025, AR inception is 07/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| P Andrew Tobias Three Fund Lazy Portfolio Annual Balance | 07/17/2000 | 08/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 15.09 | 10.32 | 8.35 | 7.41 | 7.69 | 6.85 | 6.02 | 11.46 | 9.24 | 15.87 | -15.73 | 13.12 | 14.17 | 19.85 | -6.99 | 16.92 | 7.16 | -1.95 | 3.96 | 13.03 | 13.59 | -0.12 | 11.35 | 25.15 | -27.72 | 10.76 | 14.05 | 7.97 | 13.74 | 26.64 | -7.85 | -8.50 | -7.84 |
| Sharpe Ratio | NA | 1.11 | 0.66 | 0.58 | 0.55 | NA | NA | 0.41 | 0.79 | 0.67 | 1.38 | -1.15 | 1.51 | 0.72 | 2.48 | -0.88 | 3.63 | 0.73 | -0.21 | 0.59 | 1.59 | 1.49 | -0.01 | 0.91 | 1.39 | -1.26 | 0.71 | 1.29 | 0.88 | 1.72 | 2.95 | -0.74 | -0.98 | -0.97 |
| Standard Deviation(%) | NA | 10.79 | 10.58 | 10.74 | 11.06 | NA | NA | 11.54 | 12.17 | 8.33 | 8.82 | 14.95 | 8.67 | 19.39 | 7.42 | 9.48 | 4.48 | 9.56 | 9.50 | 6.70 | 8.15 | 9.06 | 14.46 | 12.37 | 18.09 | 22.68 | 10.72 | 8.24 | 6.47 | 7.42 | 8.80 | 12.20 | 11.18 | 10.07 |
| Draw Down(%) | NA | 9.79 | 12.98 | 22.16 | 22.81 | NA | NA | 41.73 | 9.58 | 5.07 | 8.20 | 21.68 | 4.00 | 22.81 | 4.00 | 13.86 | 1.26 | 7.03 | 10.70 | 6.32 | 7.97 | 7.51 | 13.49 | 10.00 | 18.32 | 37.40 | 6.86 | 8.55 | 4.11 | 6.82 | 7.37 | 16.02 | 18.55 | 9.54 |
| Yield(%) | NA | 4.29 | 3.53 | 2.96 | 2.63 | NA | NA | 2.62 | NA | NA | 2.74 | 3.51 | 3.21 | 1.72 | 2.67 | 2.40 | 2.51 | 2.80 | 1.72 | 2.41 | 2.26 | 3.09 | 2.92 | 2.02 | 2.42 | 2.75 | 3.40 | 2.64 | 3.29 | 3.09 | 3.11 | 1.18 | 1.71 | 0.76 |
Data as of 08/08/2025, AR inception is 07/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Andrew Tobias Three Fund Lazy Portfolio Annual Balance |
-8.29%
Feb 2006 - Feb 2009 |
-1.18%
Feb 2004 - Feb 2009 |
3.23%
Aug 2000 - Aug 2010 |
4.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Andrew Tobias Three Fund Lazy Portfolio Annual Balance |
19.91%
Feb 2009 - Feb 2012 |
15.77%
Feb 2009 - Feb 2014 |
10.12%
Feb 2009 - Feb 2019 |
9.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart