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 |
|---|---|---|---|---|---|---|---|---|
| LongView Scenarios Plan Tactical Asset Allocation Moderate | 6.06% | NA | -3.21% | -0.94% | -0.06% | 1.36% | 3.79% | 5.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LongView Scenarios 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 (%) | -0.40 | -3.21 | -0.94 | -0.06 | 1.36 | 3.79 | 5.80 | 6.06 | 0.55 | 7.09 | -15.67 | 3.99 | 17.70 | 0.72 | -3.58 | 13.35 | 4.75 | -5.49 | -0.30 | 13.94 | 9.00 | -3.43 | 6.20 | 23.65 | -8.22 | 19.26 | 15.26 | 14.97 | 14.16 | 20.23 | 2.78 | 2.31 |
| Sharpe Ratio | NA | 0.38 | -0.44 | 0.07 | 0.14 | NA | NA | 0.68 | 0.03 | 0.40 | -1.71 | 0.38 | 1.77 | -0.12 | -0.67 | 2.47 | 0.87 | -1.12 | -0.05 | 1.95 | 1.50 | -0.44 | 0.56 | 2.52 | -1.32 | 1.36 | 1.34 | 2.07 | 1.70 | 4.09 | 0.59 | 0.01 |
| Standard Deviation(%) | NA | 7.36 | 9.16 | 8.84 | 7.47 | NA | NA | 7.56 | 7.80 | 7.06 | 9.97 | 10.47 | 9.87 | 5.50 | 7.33 | 5.16 | 5.24 | 4.92 | 6.26 | 7.12 | 5.98 | 7.90 | 10.86 | 9.34 | 6.93 | 11.94 | 8.95 | 6.17 | 7.77 | 4.77 | 2.85 | 0.05 |
| Draw Down(%) | NA | 7.13 | 22.32 | 22.32 | 22.32 | NA | NA | 22.32 | 1.83 | 7.13 | 15.89 | 8.01 | 10.34 | 5.27 | 10.34 | 3.17 | 3.50 | 7.35 | 6.10 | 4.97 | 5.32 | 7.62 | 10.22 | 4.77 | 12.24 | 9.87 | 13.05 | 4.82 | 8.55 | 2.88 | 3.79 | 0.00 |
| Yield(%) | NA | 4.97 | 3.71 | 4.39 | 3.66 | NA | NA | 3.66 | 0.01 | 5.21 | 1.55 | 4.41 | 6.78 | 4.04 | 3.22 | 0.05 | 0.94 | 4.11 | 6.40 | 3.31 | 4.05 | 2.33 | 1.26 | 3.84 | 2.97 | 8.98 | 7.28 | 4.28 | 2.67 | 2.99 | 1.11 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LongView Scenarios Plan Tactical Asset Allocation Moderate |
-2.07%
Dec 2020 - Dec 2023 |
-0.65%
Jan 2018 - Jan 2023 |
1.36%
Oct 2013 - Oct 2023 |
3.10%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LongView Scenarios Plan Tactical Asset Allocation Moderate |
20.59%
Oct 2004 - Oct 2007 |
17.28%
Oct 2002 - Oct 2007 |
11.06%
Jul 2003 - Jul 2013 |
9.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart