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 Index Mutual Funds Tactical Asset Allocation Moderate | NA | 27.83% | 1.34% | 6.81% | 5.45% | 6.59% | 6.80% | 7.33% |
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 Index Mutual Funds 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 (%) | -1.55 | 27.83 | 1.34 | 6.81 | 5.45 | 6.59 | 6.80 | 7.33 | NA | 9.26 | 14.73 | -20.16 | 19.07 | 15.16 | 14.33 | -4.48 | 4.62 | 6.43 | -0.46 | 8.32 | 5.82 | 5.16 | 6.19 | 13.82 | 14.21 | 1.97 | 3.65 | 15.04 | 4.67 | 13.53 | 15.71 | 2.18 | 6.77 |
| Sharpe Ratio | NA | 0.37 | -0.25 | 0.35 | 0.39 | NA | NA | 0.72 | -0.04 | 0.28 | 0.92 | -1.26 | 2.23 | 1.93 | 2.77 | -1.11 | 0.98 | 1.18 | -0.07 | 2.20 | 1.17 | 1.08 | 0.70 | 1.03 | 1.59 | 0.15 | 0.09 | 1.66 | 0.33 | 1.60 | 3.08 | 0.22 | 1.21 |
| Standard Deviation(%) | NA | 9.50 | 13.11 | 11.42 | 8.91 | NA | NA | 7.95 | 10.03 | 9.59 | 11.42 | 17.15 | 8.54 | 7.75 | 4.67 | 5.21 | 4.07 | 5.28 | 6.95 | 3.77 | 4.96 | 4.73 | 8.76 | 13.35 | 8.89 | 6.87 | 7.33 | 7.10 | 7.51 | 7.87 | 4.88 | 4.90 | 3.70 |
| Draw Down(%) | NA | 5.69 | 23.21 | 25.17 | 25.17 | NA | NA | 25.17 | 1.04 | 5.69 | 10.81 | 25.17 | 4.64 | 7.37 | 1.88 | 8.44 | 2.61 | 3.38 | 8.07 | 2.29 | 5.29 | 3.64 | 8.22 | 9.67 | 4.79 | 5.50 | 5.37 | 4.67 | 5.17 | 8.82 | 2.25 | 7.95 | 2.94 |
| Yield(%) | NA | 2.99 | 2.48 | 2.44 | 2.33 | NA | NA | 3.10 | NA | 0.82 | 2.83 | 2.06 | 1.95 | 2.31 | 3.04 | 2.17 | 0.32 | 2.84 | 2.76 | 2.99 | 1.75 | 2.64 | 2.58 | 3.33 | 3.60 | 3.43 | 3.57 | 3.89 | 4.08 | 3.89 | 4.38 | 4.08 | 6.11 |
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 Index Mutual Funds Tactical Asset Allocation Moderate |
-0.63%
Apr 2021 - Apr 2024 |
2.78%
Dec 2013 - Dec 2018 |
3.59%
Oct 2013 - Oct 2023 |
5.31%
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 Index Mutual Funds Tactical Asset Allocation Moderate |
16.17%
Dec 2018 - Dec 2021 |
10.80%
Oct 2002 - Oct 2007 |
9.75%
Apr 2003 - Apr 2013 |
7.92%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart