Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 6 Cash-Rich Stocks to Buy Before 2012 | 1.19% | 13.00% | -7.50% | 6.37% | 9.00% | NA | NA | 7.66% |
Data as of 01/08/2025, AR inception is 11/19/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 6 Cash-Rich Stocks to Buy Before 2012 | 11/19/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 13.00 | -7.50 | 6.37 | 9.00 | NA | NA | 7.66 | 1.19 | 8.77 | 29.65 | -47.59 | 46.54 | 23.74 | 38.43 | -7.35 | 20.85 | 9.96 | 2.70 | -26.20 | 29.56 | 15.30 | 3.34 | 4.01 |
| Sharpe Ratio | NA | 0.35 | -0.41 | 0.14 | 0.33 | NA | NA | 0.29 | 0.08 | 0.12 | 1.39 | -1.20 | 2.70 | 0.65 | 2.45 | -0.45 | 2.07 | 0.67 | 0.17 | -0.93 | 2.34 | 0.86 | 0.13 | 0.30 |
| Standard Deviation(%) | NA | 18.30 | 27.92 | 28.19 | 22.60 | NA | NA | 22.38 | 14.05 | 18.44 | 18.21 | 40.79 | 17.25 | 36.35 | 15.09 | 19.19 | 9.76 | 14.47 | 15.50 | 28.14 | 12.61 | 17.63 | 26.13 | 13.19 |
| Draw Down(%) | NA | 13.24 | 47.70 | 50.08 | 50.08 | NA | NA | 50.08 | 0.93 | 13.24 | 13.79 | 49.79 | 6.62 | 30.81 | 11.55 | 20.07 | 6.15 | 10.92 | 10.81 | 32.92 | 6.76 | 16.78 | 18.94 | 2.50 |
| Yield(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 01/08/2025, AR inception is 11/19/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 6 Cash-Rich Stocks to Buy Before 2012 |
-9.59%
Dec 2021 - Dec 2024 |
-1.37%
Dec 2013 - Dec 2018 |
3.68%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 6 Cash-Rich Stocks to Buy Before 2012 |
35.90%
Dec 2018 - Dec 2021 |
22.96%
Dec 2016 - Dec 2021 |
13.34%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart