Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Tactical Asset Allocation Moderate | NA | 15.44% | 2.27% | 6.65% | 5.90% | 7.66% | 9.00% | 9.74% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 15.44 | 2.27 | 6.65 | 5.90 | 7.66 | 9.00 | 9.74 | NA | 3.93 | 11.81 | -12.28 | 19.15 | 9.26 | 16.72 | -5.41 | 8.93 | 9.03 | -2.24 | 3.86 | 13.22 | 12.76 | 6.28 | 19.21 | 11.82 | 5.01 | 17.05 | 15.62 | 12.63 | 14.76 | 30.42 | 9.60 | -0.48 |
| Sharpe Ratio | NA | -0.15 | -0.27 | 0.28 | 0.37 | NA | NA | 0.82 | 0.03 | -0.32 | 1.00 | -1.05 | 1.89 | 0.49 | 2.58 | -0.78 | 1.64 | 1.04 | -0.25 | 0.51 | 1.72 | 1.69 | 0.41 | 1.51 | 0.95 | 0.61 | 1.14 | 1.30 | 1.41 | 1.54 | 4.97 | 1.58 | -0.43 |
| Standard Deviation(%) | NA | 8.07 | 9.85 | 12.08 | 10.10 | NA | NA | 9.71 | 6.66 | 8.22 | 7.56 | 12.96 | 10.13 | 18.25 | 5.94 | 8.61 | 5.07 | 8.46 | 9.13 | 7.51 | 7.66 | 7.50 | 15.13 | 12.69 | 12.31 | 6.68 | 12.37 | 9.50 | 7.40 | 9.00 | 5.98 | 5.38 | 6.45 |
| Draw Down(%) | NA | 5.22 | 17.80 | 20.87 | 20.87 | NA | NA | 20.87 | 0.39 | 5.22 | 7.55 | 19.35 | 4.24 | 20.87 | 2.74 | 12.16 | 2.74 | 4.93 | 11.14 | 6.77 | 6.81 | 5.70 | 11.88 | 8.39 | 9.24 | 4.95 | 8.84 | 12.24 | 4.91 | 12.91 | 2.60 | 2.99 | 7.32 |
| Yield(%) | NA | 2.83 | 3.08 | 2.61 | 2.64 | NA | NA | 0.00 | NA | 1.93 | 2.30 | 2.41 | 3.46 | 1.82 | 2.68 | 1.79 | 2.80 | 3.42 | 2.25 | 2.44 | 1.57 | 3.95 | 3.19 | 3.06 | 4.81 | 4.44 | 4.84 | 3.94 | 5.25 | 4.47 | 7.35 | 6.40 | 4.83 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Tactical Asset Allocation Moderate |
0.64%
Dec 2021 - Dec 2024 |
1.56%
Mar 2015 - Mar 2020 |
4.79%
Oct 2013 - Oct 2023 |
6.86%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Tactical Asset Allocation Moderate |
21.21%
Apr 2003 - Apr 2006 |
18.54%
Mar 2003 - Mar 2008 |
14.88%
Apr 2001 - Apr 2011 |
11.96%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart