Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fund Advice Ultimate Buy and Hold Lazy Portfolio | -0.15% | 3.31% | -0.78% | 2.81% | 2.83% | 4.00% | 4.49% | 4.97% |
Data as of 01/08/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fund Advice Ultimate Buy and Hold Lazy Portfolio | 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 (%) | 0.04 | 3.31 | -0.78 | 2.81 | 2.83 | 4.00 | 4.49 | 4.97 | -0.15 | 2.72 | 7.45 | -12.05 | 8.57 | 9.16 | 12.12 | -5.35 | 7.84 | 4.47 | -3.35 | 3.22 | 9.18 | 9.81 | -0.47 | 12.41 | 21.85 | -22.38 | 7.85 | 15.52 | 8.78 | 13.78 | 24.42 | -3.36 | -0.52 |
| Sharpe Ratio | NA | -0.51 | -0.59 | 0.03 | 0.16 | NA | NA | 0.36 | -0.05 | -0.60 | 0.46 | -1.24 | 1.39 | 0.61 | 2.17 | -1.07 | 2.12 | 0.63 | -0.50 | 0.61 | 1.23 | 1.18 | -0.03 | 1.05 | 1.14 | -1.03 | 0.48 | 1.62 | 1.04 | 1.88 | 3.25 | -0.44 | -0.30 |
| Standard Deviation(%) | NA | 6.40 | 8.30 | 9.61 | 7.91 | NA | NA | 10.20 | 3.94 | 6.45 | 6.96 | 10.82 | 6.16 | 14.71 | 4.95 | 6.21 | 3.40 | 6.73 | 6.75 | 5.22 | 7.45 | 8.25 | 14.59 | 11.78 | 19.13 | 22.57 | 10.10 | 7.57 | 6.34 | 6.81 | 7.29 | 10.08 | 9.47 |
| Draw Down(%) | NA | 4.63 | 16.01 | 17.02 | 17.02 | NA | NA | 38.06 | 0.33 | 4.48 | 7.68 | 16.28 | 3.21 | 17.02 | 2.53 | 9.48 | 1.44 | 4.57 | 8.03 | 4.00 | 7.26 | 6.70 | 13.26 | 8.71 | 18.82 | 33.97 | 6.28 | 7.63 | 4.04 | 7.45 | 7.19 | 14.66 | 13.60 |
| Yield(%) | NA | 1.32 | 1.16 | 1.18 | 0.76 | NA | NA | 2.04 | NA | 0.22 | 1.30 | 0.52 | 1.68 | 1.81 | 0.59 | 1.46 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.44 | 3.10 | 2.95 | 3.60 | 3.60 | 4.10 | 4.28 | 3.78 | 3.13 | 3.28 | 3.24 | 3.51 |
Data as of 01/08/2025, 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 |
|---|---|---|---|---|
| Fund Advice Ultimate Buy and Hold Lazy Portfolio |
-7.08%
Feb 2006 - Feb 2009 |
-0.08%
Feb 2004 - Feb 2009 |
2.00%
Oct 2013 - Oct 2023 |
2.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fund Advice Ultimate Buy and Hold Lazy Portfolio |
19.01%
Feb 2009 - Feb 2012 |
15.02%
Oct 2002 - Oct 2007 |
9.11%
Mar 2003 - Mar 2013 |
7.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart