Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/31/2001.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate | 3.98% | NA | NA | NA | NA | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 08/30/2001 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/31/2001.
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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | NA | NA | NA | NA | NA | NA | 3.98 | -0.18 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | -0.15 | -0.15 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 13.32 | 13.32 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 10.73 | 10.73 |
| Yield(%) | NA | NA | NA | NA | NA | NA | NA | 175.93 | 1.01 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart