Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Aronson Family Taxable ETF Lazy Portfolio Tactical Asset Allocation Moderate | NA | 17.09% | -0.13% | 4.91% | 2.76% | 3.34% | 5.11% | 5.25% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aronson Family Taxable ETF Lazy Portfolio Tactical Asset Allocation 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 (%) | -0.95 | 17.09 | -0.13 | 4.91 | 2.76 | 3.34 | 5.11 | 5.25 | NA | 7.35 | 8.18 | -15.00 | 7.47 | 16.19 | 2.69 | -5.48 | 12.84 | 8.30 | -10.31 | -1.69 | 11.86 | 1.71 | 1.24 | 5.77 | 16.06 | -5.67 | 14.87 | 13.28 | 12.78 | 9.73 | 15.20 | -1.02 | 2.31 |
| Sharpe Ratio | NA | 0.26 | -0.46 | 0.19 | 0.15 | NA | NA | 0.44 | 0.06 | 0.09 | 0.55 | -1.76 | 0.74 | 1.38 | 0.23 | -0.91 | 2.06 | 1.30 | -1.86 | -0.25 | 1.50 | 0.32 | 0.13 | 0.48 | 1.49 | -1.15 | 0.81 | 0.80 | 1.22 | 1.07 | 2.14 | -0.76 | 0.01 |
| Standard Deviation(%) | NA | 8.27 | 8.30 | 9.39 | 7.96 | NA | NA | 8.45 | 8.38 | 8.32 | 7.09 | 9.32 | 10.01 | 11.54 | 5.60 | 7.45 | 5.92 | 6.21 | 5.56 | 6.93 | 7.90 | 5.21 | 9.22 | 11.89 | 10.75 | 5.72 | 14.75 | 12.45 | 8.73 | 8.18 | 6.79 | 2.80 | 0.05 |
| Draw Down(%) | NA | 5.45 | 17.87 | 19.14 | 19.35 | NA | NA | 19.35 | 0.67 | 5.45 | 6.32 | 15.47 | 5.94 | 14.44 | 4.68 | 11.77 | 2.38 | 3.43 | 10.60 | 7.90 | 5.68 | 4.19 | 6.53 | 9.56 | 4.84 | 6.63 | 9.29 | 14.04 | 5.71 | 7.29 | 2.74 | 3.57 | 0.00 |
| Yield(%) | NA | 3.11 | 3.37 | 2.71 | 2.03 | NA | NA | 1.81 | NA | 0.69 | 3.38 | 3.27 | 3.03 | 1.46 | 1.76 | 1.75 | 0.92 | 2.33 | 0.34 | 1.22 | 0.90 | 1.80 | 0.82 | 1.47 | 2.08 | 2.08 | 2.51 | 2.29 | 2.12 | 1.20 | 0.81 | 0.99 | 2.31 |
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 |
|---|---|---|---|---|
| Aronson Family Taxable ETF Lazy Portfolio Tactical Asset Allocation Moderate |
-1.93%
Apr 2021 - Apr 2024 |
-0.30%
Aug 2014 - Aug 2019 |
1.17%
Oct 2013 - Oct 2023 |
2.41%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aronson Family Taxable ETF Lazy Portfolio Tactical Asset Allocation Moderate |
18.16%
Oct 2004 - Oct 2007 |
14.28%
Oct 2002 - Oct 2007 |
8.82%
Apr 2003 - Apr 2013 |
7.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart