Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Luby’s Savings and Investment Plan Tactical Asset Allocation Moderate | 6.97% | NA | 11.73% | 6.71% | 7.01% | 5.46% | 7.02% | 7.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Luby’s Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.39 | 11.73 | 6.71 | 7.01 | 5.46 | 7.02 | 7.03 | 6.97 | 1.69 | 24.87 | -10.32 | 7.96 | 23.10 | 8.49 | -2.05 | 12.71 | 1.67 | -1.42 | 2.85 | 15.64 | 10.39 | 3.80 | 7.33 | 17.65 | -3.85 | 9.45 | 12.77 | 5.68 | 6.84 | 20.48 | -3.28 | 1.99 |
| Sharpe Ratio | NA | 2.47 | 0.62 | 1.07 | 0.83 | NA | NA | 0.95 | 0.21 | 2.86 | -1.19 | 0.89 | 2.99 | 1.43 | -0.47 | 3.03 | 0.38 | -0.29 | 0.51 | 2.53 | 1.89 | 0.59 | 0.78 | 2.54 | -1.84 | 0.72 | 1.40 | 0.63 | 0.86 | 3.78 | -0.93 | -0.28 |
| Standard Deviation(%) | NA | 7.14 | 8.64 | 7.93 | 6.72 | NA | NA | 6.46 | 6.59 | 7.21 | 9.83 | 8.89 | 7.65 | 4.96 | 7.21 | 3.98 | 3.87 | 5.01 | 5.57 | 6.18 | 5.46 | 6.40 | 9.30 | 6.91 | 2.60 | 8.98 | 6.81 | 5.55 | 6.89 | 5.24 | 4.72 | 1.13 |
| Draw Down(%) | NA | 3.81 | 15.67 | 15.67 | 15.67 | NA | NA | 15.67 | 1.32 | 3.81 | 15.13 | 4.87 | 6.67 | 3.07 | 8.61 | 1.49 | 3.10 | 4.79 | 4.89 | 4.49 | 4.15 | 3.90 | 7.71 | 3.59 | 4.50 | 6.50 | 8.25 | 4.53 | 5.99 | 2.88 | 8.05 | 0.74 |
| Yield(%) | NA | 16.03 | 11.01 | 8.27 | 4.92 | NA | NA | 3.93 | 0.96 | 16.32 | 8.29 | 7.44 | 4.79 | 3.66 | 2.37 | 0.36 | 1.91 | 1.60 | 1.74 | 2.91 | 3.19 | 2.27 | 2.90 | 2.61 | 1.54 | 5.37 | 5.84 | 3.84 | 2.73 | 3.87 | 1.47 | 2.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Luby’s Savings and Investment Plan Tactical Asset Allocation Moderate |
1.02%
Dec 2013 - Dec 2016 |
2.62%
Dec 2013 - Dec 2018 |
5.46%
Dec 2012 - Dec 2022 |
5.70%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Luby’s Savings and Investment Plan Tactical Asset Allocation Moderate |
12.97%
Dec 2018 - Dec 2021 |
12.49%
Oct 2002 - Oct 2007 |
9.16%
Apr 2003 - Apr 2013 |
8.15%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart