Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 7 Stocks That Get You Rich Slowly | -2.05% | -2.28% | 1.08% | 6.01% | 8.00% | 9.66% | 8.99% | 8.27% |
Data as of 01/08/2025, AR inception is 08/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 7 Stocks That Get You Rich Slowly | 08/11/2000 | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | -2.28 | 1.08 | 6.01 | 8.00 | 9.66 | 8.99 | 8.27 | -2.05 | 0.06 | 3.76 | 0.88 | 16.62 | 12.16 | 21.31 | -3.31 | 23.67 | 8.91 | 3.43 | 10.48 | 22.42 | 4.93 | 15.37 | 10.23 | 9.32 | -8.87 | 19.30 | 15.27 | 3.97 | 10.33 | 11.50 | -8.91 | -3.78 | 10.79 |
| Sharpe Ratio | NA | -0.67 | -0.23 | 0.20 | 0.42 | NA | NA | 0.46 | -0.20 | -0.49 | -0.04 | -0.03 | 1.49 | 0.42 | 1.88 | -0.25 | 3.25 | 0.82 | 0.24 | 1.11 | 2.10 | 0.56 | 1.12 | 0.92 | 0.57 | -0.35 | 1.50 | 1.39 | 0.19 | 0.94 | 0.80 | -0.49 | -0.39 | 0.45 |
| Standard Deviation(%) | NA | 13.20 | 13.80 | 17.42 | 15.24 | NA | NA | 14.79 | 10.42 | 13.20 | 11.19 | 16.46 | 11.12 | 28.67 | 10.59 | 18.46 | 7.09 | 10.59 | 14.01 | 9.44 | 10.68 | 8.76 | 13.67 | 11.03 | 16.32 | 27.61 | 10.87 | 8.61 | 9.66 | 10.00 | 13.47 | 20.56 | 15.69 | 20.39 |
| Draw Down(%) | NA | 11.63 | 13.46 | 26.85 | 26.85 | NA | NA | 30.31 | 2.05 | 11.63 | 11.57 | 13.46 | 8.34 | 26.85 | 6.52 | 15.98 | 2.78 | 6.75 | 12.56 | 6.17 | 6.73 | 6.26 | 8.49 | 6.98 | 20.82 | 22.81 | 5.08 | 4.31 | 5.83 | 9.01 | 10.49 | 23.44 | 19.01 | 11.20 |
| Yield(%) | NA | 3.06 | 2.65 | 2.17 | 2.38 | NA | NA | 2.33 | NA | 1.41 | 2.47 | 2.29 | 2.49 | 0.95 | 1.71 | 1.09 | 0.74 | 4.49 | 3.83 | 3.21 | 3.22 | 3.02 | 3.03 | 2.93 | 2.79 | 2.25 | 2.31 | 2.14 | 1.88 | 1.65 | 1.34 | 1.11 | 0.85 | 0.38 |
Data as of 01/08/2025, AR inception is 08/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 7 Stocks That Get You Rich Slowly |
-0.76%
Dec 2000 - Dec 2003 |
2.31%
Dec 2000 - Dec 2005 |
5.41%
Dec 2000 - Dec 2010 |
7.27%
Dec 2000 - Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 7 Stocks That Get You Rich Slowly |
17.82%
Feb 2009 - Feb 2012 |
16.42%
Apr 2009 - Apr 2014 |
13.19%
Apr 2009 - Apr 2019 |
11.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart