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 Strategic Asset Allocation - Equal Weight Moderate | 6.07% | NA | 5.99% | 0.42% | 4.06% | 2.93% | 6.10% | 5.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LongView Scenarios Plan Strategic Asset Allocation - Equal Weight 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 (%) | -0.51 | 5.99 | 0.42 | 4.06 | 2.93 | 6.10 | 5.92 | 6.07 | -0.31 | 10.89 | -11.28 | 0.05 | 16.85 | 19.17 | -8.29 | 15.46 | 1.81 | -2.70 | -0.05 | 10.19 | 13.33 | -3.51 | 13.61 | 35.37 | -22.71 | 14.36 | 10.37 | 11.85 | 13.71 | 23.72 | -5.93 | 4.49 |
| Sharpe Ratio | NA | 0.12 | -0.24 | 0.33 | 0.29 | NA | NA | 0.51 | -0.07 | 0.79 | -0.99 | 0.00 | 0.91 | 2.45 | -0.95 | 3.30 | 0.18 | -0.31 | -0.01 | 1.49 | 1.92 | -0.29 | 1.33 | 2.33 | -1.25 | 1.20 | 0.99 | 1.69 | 1.96 | 3.46 | -0.87 | 0.25 |
| Standard Deviation(%) | NA | 8.35 | 10.50 | 11.98 | 10.22 | NA | NA | 10.18 | 8.22 | 8.36 | 12.83 | 10.10 | 18.26 | 7.25 | 10.12 | 4.49 | 8.70 | 8.70 | 6.93 | 6.84 | 6.90 | 12.14 | 10.15 | 15.11 | 18.91 | 9.47 | 7.20 | 5.73 | 6.52 | 6.66 | 8.08 | 8.87 |
| Draw Down(%) | NA | 8.25 | 22.79 | 22.79 | 22.79 | NA | NA | 33.22 | 2.64 | 8.25 | 18.64 | 7.96 | 22.78 | 3.86 | 15.10 | 2.21 | 8.00 | 11.62 | 6.40 | 7.30 | 5.71 | 13.75 | 7.54 | 14.13 | 33.22 | 6.91 | 10.37 | 4.08 | 6.43 | 6.60 | 15.61 | 12.29 |
| Yield(%) | NA | 3.64 | 3.85 | 4.33 | 3.51 | NA | NA | 3.60 | 0.01 | 3.90 | 2.92 | 4.83 | 6.16 | 4.10 | 3.11 | 0.20 | 0.72 | 5.08 | 4.34 | 1.92 | 3.26 | 2.15 | 3.65 | 3.48 | 8.33 | 8.12 | 6.13 | 2.98 | 3.18 | 2.05 | 0.95 | 1.23 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LongView Scenarios Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.49%
Feb 2006 - Feb 2009 |
0.82%
Mar 2015 - Mar 2020 |
2.93%
Oct 2013 - Oct 2023 |
3.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LongView Scenarios Plan Strategic Asset Allocation - Equal Weight Moderate |
20.11%
Feb 2009 - Feb 2012 |
15.51%
Oct 2002 - Oct 2007 |
10.61%
Mar 2003 - Mar 2013 |
8.54%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart