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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.04% | 1.64% | 4.64% | 4.33% | 5.48% | 5.36% | 5.93% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.19 | 18.04 | 1.64 | 4.64 | 4.33 | 5.48 | 5.36 | 5.93 | NA | 5.45 | 10.33 | -12.14 | 10.78 | 6.59 | 15.18 | -6.51 | 10.41 | 7.07 | -2.12 | 4.32 | 7.37 | 11.25 | -1.72 | 11.88 | 24.85 | -24.95 | 5.60 | 17.99 | 9.21 | 12.47 | 26.30 | -5.86 | 5.24 |
| Sharpe Ratio | NA | -0.10 | -0.29 | 0.11 | 0.24 | NA | NA | 0.34 | -0.02 | -0.15 | 0.70 | -1.08 | 1.28 | 0.32 | 2.12 | -0.86 | 1.96 | 0.75 | -0.24 | 0.62 | 0.92 | 1.32 | -0.11 | 0.81 | 1.03 | -0.89 | 0.19 | 1.47 | 0.89 | 1.37 | 3.02 | -0.64 | 0.36 |
| Standard Deviation(%) | NA | 7.58 | 9.80 | 12.32 | 10.35 | NA | NA | 12.61 | 6.05 | 7.61 | 8.69 | 12.49 | 8.42 | 19.95 | 6.50 | 9.07 | 5.00 | 9.10 | 9.00 | 6.94 | 7.96 | 8.51 | 15.68 | 14.47 | 24.10 | 29.11 | 13.60 | 10.01 | 7.87 | 8.45 | 8.47 | 10.90 | 8.08 |
| Draw Down(%) | NA | 5.15 | 17.51 | 22.61 | 22.61 | NA | NA | 42.42 | 0.47 | 5.15 | 7.47 | 18.08 | 3.82 | 22.61 | 3.54 | 11.44 | 1.79 | 5.98 | 9.29 | 5.48 | 7.18 | 6.36 | 14.45 | 9.70 | 20.32 | 37.93 | 8.13 | 9.68 | 5.05 | 9.51 | 6.69 | 16.71 | 10.06 |
| Yield(%) | NA | 3.39 | 3.04 | 2.52 | 2.20 | NA | NA | 2.08 | NA | 0.86 | 3.38 | 2.53 | 2.45 | 1.48 | 2.05 | 1.86 | 0.40 | 3.18 | 1.88 | 2.23 | 1.76 | 1.52 | 2.07 | 2.13 | 2.74 | 2.29 | 2.47 | 2.46 | 1.81 | 1.37 | 1.62 | 1.40 | 1.80 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.74%
Feb 2006 - Feb 2009 |
-1.08%
Feb 2004 - Feb 2009 |
3.12%
Oct 2013 - Oct 2023 |
2.84%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio ETFs Strategic Asset Allocation - Equal Weight Moderate |
19.69%
Feb 2009 - Feb 2012 |
15.71%
Oct 2002 - Oct 2007 |
8.90%
Mar 2003 - Mar 2013 |
7.58%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart