Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 3 Bargain Dividends Investors Should Buy Today | -0.19% | -11.92% | -4.51% | -0.55% | 2.94% | 6.38% | NA | 6.39% |
Data as of 01/08/2025, AR inception is 03/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 3 Bargain Dividends Investors Should Buy Today | 03/17/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | -11.92 | -4.51 | -0.55 | 2.94 | 6.38 | NA | 6.39 | -0.19 | -11.20 | 13.35 | -9.53 | 11.94 | -4.30 | 21.97 | -14.19 | 21.49 | 8.46 | 1.09 | 13.88 | 17.82 | 1.93 | 24.34 | 10.99 | 22.20 | -13.93 |
| Sharpe Ratio | NA | -1.17 | -0.50 | -0.14 | 0.07 | NA | NA | 0.27 | -0.02 | -1.13 | 0.62 | -0.59 | 0.77 | -0.13 | 1.34 | -0.77 | 2.29 | 0.64 | 0.07 | 1.11 | 1.51 | 0.15 | 1.35 | 0.67 | 1.13 | -0.39 |
| Standard Deviation(%) | NA | 15.84 | 16.33 | 21.58 | 18.63 | NA | NA | 18.86 | 14.69 | 15.81 | 14.57 | 18.37 | 15.40 | 35.92 | 15.35 | 20.23 | 9.10 | 12.88 | 15.95 | 12.45 | 11.79 | 12.43 | 18.02 | 16.21 | 19.64 | 36.96 |
| Draw Down(%) | NA | 15.40 | 23.78 | 28.15 | 28.15 | NA | NA | 40.77 | 1.08 | 15.40 | 11.59 | 23.78 | 12.10 | 28.15 | 15.32 | 22.57 | 3.83 | 10.00 | 16.67 | 9.69 | 8.47 | 12.30 | 10.84 | 14.52 | 22.18 | 35.33 |
| Yield(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.06 | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/08/2025, AR inception is 03/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3 Bargain Dividends Investors Should Buy Today |
-4.28%
Apr 2021 - Apr 2024 |
-1.18%
Feb 2018 - Feb 2023 |
3.12%
Dec 2014 - Dec 2024 |
5.92%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3 Bargain Dividends Investors Should Buy Today |
29.46%
Feb 2009 - Feb 2012 |
18.79%
Feb 2009 - Feb 2014 |
13.82%
Feb 2009 - Feb 2019 |
9.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart