Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIv Stock Tactical Asset Allocation Moderate | NA | 23.90% | 1.41% | 7.97% | 5.43% | 6.69% | 6.39% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIv Stock 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 | Common | Inception | 2025 | 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 (%) | -1.36 | 23.90 | 1.41 | 7.97 | 5.43 | 6.69 | 6.39 | … | … | -0.56 | 7.16 | 10.18 | -15.87 | 22.47 | 18.86 | 14.35 | -7.00 | 1.93 | 5.80 | -0.93 | 8.21 | 2.07 | 5.58 | 12.64 | 15.39 | 3.92 | 0.56 | 3.81 | 16.37 | 5.09 | 5.75 | 5.25 | 3.76 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.31 | 0.44 | 0.38 | NA | NA | … | … | -0.07 | 0.06 | 0.53 | -1.12 | 2.70 | 1.63 | 2.86 | -1.64 | 0.40 | 1.13 | -0.17 | 2.17 | 0.42 | 1.14 | 1.28 | 1.67 | 0.43 | -0.04 | 0.10 | 1.85 | 0.38 | 0.66 | 0.63 | 0.77 | 0.01 |
| Standard Deviation(%) | NA | 9.23 | 12.21 | 11.41 | 8.73 | NA | NA | … | … | 8.24 | 9.30 | 11.23 | 15.36 | 8.31 | 11.43 | 4.52 | 5.07 | 3.25 | 4.93 | 5.61 | 3.78 | 4.84 | 4.85 | 9.84 | 9.17 | 8.90 | 9.15 | 8.21 | 7.08 | 7.62 | 7.26 | 7.30 | 3.47 | 0.05 |
| Draw Down(%) | NA | 6.06 | 19.45 | 20.90 | 20.90 | NA | NA | … | … | 1.03 | 6.06 | 11.15 | 20.90 | 4.16 | 9.96 | 2.11 | 8.60 | 2.99 | 3.76 | 6.46 | 3.05 | 5.80 | 2.73 | 7.45 | 5.73 | 9.47 | 8.87 | 6.81 | 4.28 | 5.46 | 6.40 | 11.78 | 3.43 | 0.00 |
| Yield(%) | NA | 3.95 | 3.95 | 3.40 | 2.77 | NA | NA | … | … | NA | 1.22 | 3.48 | 3.87 | 4.31 | 1.64 | 3.24 | 1.89 | 0.37 | 2.79 | 2.42 | 3.29 | 1.53 | 2.69 | 3.59 | 4.90 | 4.82 | 2.96 | 3.09 | 3.35 | 3.87 | 2.61 | 3.64 | 1.97 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIv Stock Tactical Asset Allocation Moderate |
-0.22%
Dec 2021 – Dec 2024 |
1.46%
Dec 2013 – Dec 2018 |
3.75%
Sep 2012 – Sep 2022 |
5.11%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIv Stock Tactical Asset Allocation Moderate |
18.51%
Dec 2018 – Dec 2021 |
10.57%
Apr 2009 – Apr 2014 |
7.91%
Jul 2003 – Jul 2013 |
7.07%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart