Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation - Equal Weight Moderate | NA | 23.65% | 3.01% | 6.78% | 6.74% | 8.77% | 7.14% | 6.96% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation - Equal Weight 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 (%) | -1.46 | 23.65 | 3.01 | 6.78 | 6.74 | 8.77 | 7.14 | 6.96 | NA | 10.79 | 13.50 | -15.47 | 19.79 | 7.05 | 21.94 | -4.90 | 7.03 | 8.77 | 1.62 | 15.17 | 10.38 | 11.79 | 6.60 | 16.85 | 20.51 | -22.11 | -1.16 | 16.57 | 6.11 | 7.92 | 18.67 | -5.42 | 2.31 |
| Sharpe Ratio | NA | 0.55 | -0.11 | 0.26 | 0.39 | NA | NA | 0.41 | -0.03 | 0.52 | 0.94 | -1.10 | 2.28 | 0.28 | 2.94 | -0.66 | 1.33 | 0.92 | 0.16 | 2.34 | 1.32 | 1.53 | 0.45 | 1.21 | 0.75 | -0.76 | -0.35 | 1.83 | 0.54 | 0.91 | 1.72 | -0.51 | 0.01 |
| Standard Deviation(%) | NA | 7.97 | 11.49 | 14.70 | 11.92 | NA | NA | 13.28 | 8.69 | 8.05 | 9.86 | 15.32 | 8.69 | 24.60 | 6.99 | 9.44 | 4.82 | 9.27 | 9.81 | 6.49 | 7.84 | 7.67 | 14.70 | 13.85 | 27.20 | 30.29 | 11.90 | 7.27 | 7.36 | 7.63 | 10.44 | 12.84 | 0.05 |
| Draw Down(%) | NA | 4.33 | 18.11 | 27.20 | 27.20 | NA | NA | 42.64 | 0.83 | 4.33 | 8.41 | 19.79 | 4.31 | 27.20 | 2.42 | 10.74 | 2.69 | 7.04 | 8.75 | 3.64 | 7.14 | 5.44 | 11.83 | 9.65 | 22.17 | 36.77 | 9.26 | 4.64 | 5.24 | 5.95 | 8.26 | 13.07 | 0.00 |
| Yield(%) | NA | 3.81 | 2.73 | 2.77 | 2.80 | NA | NA | 2.66 | NA | 1.33 | 3.50 | 1.88 | 2.21 | 2.29 | 3.14 | 1.94 | 1.10 | 4.29 | 3.31 | 3.75 | 2.02 | 2.89 | 2.84 | 3.50 | 2.98 | 3.19 | 3.16 | 3.14 | 3.04 | 1.53 | 0.77 | 1.02 | 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 |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation - Equal Weight Moderate |
-10.63%
Feb 2006 - Feb 2009 |
-3.66%
Feb 2004 - Feb 2009 |
4.83%
Sep 2001 - Sep 2011 |
5.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation - Equal Weight Moderate |
23.82%
Feb 2009 - Feb 2012 |
18.22%
Feb 2009 - Feb 2014 |
12.07%
Feb 2009 - Feb 2019 |
10.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart