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 ETFs Tactical Asset Allocation Moderate | NA | 17.56% | 0.63% | 6.47% | 5.38% | 6.83% | 8.54% | 8.52% |
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 ETFs 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 (%) | -1.53 | 17.56 | 0.63 | 6.47 | 5.38 | 6.83 | 8.54 | 8.52 | NA | 3.78 | 11.77 | -16.24 | 19.20 | 12.89 | 15.92 | -5.85 | 8.06 | 9.69 | -3.79 | 0.46 | 12.13 | 12.20 | 4.96 | 17.82 | 10.86 | 13.21 | 14.48 | 15.61 | 11.32 | 13.53 | 27.47 | -8.07 | 3.14 |
| Sharpe Ratio | NA | -0.10 | -0.36 | 0.23 | 0.30 | NA | NA | 0.63 | 0.04 | -0.28 | 0.84 | -1.25 | 1.71 | 0.65 | 2.23 | -0.73 | 1.13 | 1.05 | -0.42 | 0.06 | 1.53 | 1.69 | 0.32 | 1.33 | 0.81 | 1.80 | 0.79 | 1.01 | 0.98 | 1.20 | 3.79 | -0.83 | 0.11 |
| Standard Deviation(%) | NA | 9.92 | 11.23 | 13.35 | 11.11 | NA | NA | 10.86 | 7.91 | 10.06 | 8.91 | 14.13 | 11.21 | 19.55 | 6.51 | 9.75 | 6.56 | 9.08 | 9.11 | 7.76 | 7.88 | 7.18 | 15.38 | 13.34 | 13.24 | 6.83 | 14.54 | 12.16 | 9.31 | 10.47 | 7.06 | 11.09 | 7.76 |
| Draw Down(%) | NA | 6.19 | 18.63 | 21.10 | 21.10 | NA | NA | 21.29 | 0.65 | 6.19 | 8.26 | 20.56 | 4.74 | 21.10 | 3.32 | 12.79 | 3.14 | 5.86 | 10.99 | 7.38 | 5.86 | 5.91 | 12.67 | 8.58 | 8.74 | 5.30 | 9.33 | 13.10 | 6.04 | 13.74 | 2.29 | 21.29 | 6.50 |
| Yield(%) | NA | 2.47 | 2.81 | 2.51 | 2.29 | NA | NA | 0.00 | NA | 1.55 | 2.41 | 3.04 | 2.91 | 1.46 | 2.32 | 1.76 | 1.72 | 2.33 | 2.17 | 2.25 | 1.40 | 2.65 | 3.35 | 2.40 | 3.75 | 3.10 | 3.75 | 2.89 | 3.56 | 2.72 | 2.79 | 3.28 | 2.60 |
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 ETFs Tactical Asset Allocation Moderate |
-0.96%
Dec 2021 - Dec 2024 |
1.04%
Mar 2015 - Mar 2020 |
3.88%
Oct 2013 - Oct 2023 |
6.42%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio ETFs Tactical Asset Allocation Moderate |
19.49%
Apr 2003 - Apr 2006 |
17.47%
Mar 2003 - Mar 2008 |
14.39%
Apr 2003 - Apr 2013 |
11.14%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart