Select Page
Performance Comparison
Comparison Box

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 Strategic Asset Allocation - Equal Weight Moderate NA 21.53% 2.56% 6.37% 6.39% 8.47% 7.03% 7.50%
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 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 (%) -1.35 21.53 2.56 6.37 6.39 8.47 7.03 7.50 NA 8.34 13.84 -15.13 18.63 7.35 21.45 -4.22 7.31 7.73 1.03 13.87 10.20 12.10 6.77 16.61 21.37 -21.26 -1.05 16.14 6.13 14.15 21.28 -1.95 4.88
Sharpe Ratio NA 0.32 -0.16 0.25 0.38 NA NA 0.45 -0.03 0.22 1.00 -1.10 2.20 0.31 2.93 -0.60 1.11 0.96 0.11 2.10 1.26 1.58 0.45 1.19 0.76 -0.73 -0.35 1.82 0.50 1.68 2.88 -0.31 0.31
Standard Deviation(%) NA 7.91 11.28 13.99 11.34 NA NA 13.09 8.37 8.01 9.62 15.04 8.44 22.85 6.84 9.24 6.00 7.81 8.96 6.60 8.10 7.62 14.91 13.84 28.01 30.58 11.65 7.08 7.92 7.85 7.16 9.78 8.26
Draw Down(%) NA 4.34 17.75 26.41 26.41 NA NA 41.93 0.79 4.34 8.17 19.40 4.18 26.41 2.28 10.56 3.62 5.84 8.59 3.69 8.04 5.37 11.74 9.49 22.18 37.51 9.07 4.37 5.67 8.51 4.70 12.84 8.35
Yield(%) NA 3.29 2.48 2.53 2.47 NA NA 3.24 NA 0.93 3.41 1.78 1.64 2.44 2.99 1.93 0.64 3.46 3.11 2.61 2.41 3.13 3.06 3.38 4.15 3.83 3.78 3.72 4.13 4.02 4.43 4.53 5.06
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 Strategic Asset Allocation - Equal Weight Moderate -10.42%
Feb 2006 - Feb 2009
-2.63%
Feb 2004 - Feb 2009
5.48%
Oct 2013 - Oct 2023
5.65%
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 Strategic Asset Allocation - Equal Weight Moderate 24.16%
Feb 2009 - Feb 2012
18.37%
Feb 2009 - Feb 2014
11.95%
Feb 2009 - Feb 2019
10.23%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart