Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bolin Tactical Asset Allocation Moderate | NA | 7.82% | -3.20% | 4.38% | 3.18% | 4.84% | 6.98% | 8.00% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bolin 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 | 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 (%) | -1.14 | 7.82 | -3.20 | 4.38 | 3.18 | 4.84 | 6.98 | 8.00 | NA | 3.29 | 3.61 | -19.57 | 18.54 | 17.53 | 9.51 | -1.38 | 9.15 | 2.07 | -8.70 | 7.20 | 3.55 | 6.54 | 3.59 | 15.50 | 25.67 | -6.15 | 16.88 | 19.18 | 15.31 | 11.84 | 21.48 | 9.69 | 9.55 |
| Sharpe Ratio | NA | -0.32 | -0.97 | 0.13 | 0.13 | NA | NA | 0.67 | -0.03 | -0.44 | -0.11 | -1.95 | 1.99 | 2.10 | 1.75 | -0.39 | 1.65 | 0.20 | -1.13 | 1.18 | 0.74 | 1.59 | 0.30 | 1.23 | 1.48 | -0.35 | 1.14 | 1.84 | 1.73 | 1.28 | 3.72 | 1.47 | 1.40 |
| Standard Deviation(%) | NA | 7.61 | 8.35 | 8.58 | 7.80 | NA | NA | 9.47 | 8.73 | 7.58 | 6.05 | 10.77 | 9.30 | 8.22 | 4.62 | 6.97 | 5.18 | 9.16 | 7.75 | 6.07 | 4.74 | 4.08 | 12.04 | 12.56 | 17.34 | 20.45 | 12.20 | 8.66 | 7.58 | 8.49 | 5.58 | 5.85 | 5.16 |
| Draw Down(%) | NA | 5.40 | 18.95 | 20.05 | 20.05 | NA | NA | 20.05 | 0.83 | 5.33 | 6.63 | 20.05 | 4.84 | 9.24 | 2.83 | 6.29 | 3.62 | 8.36 | 14.68 | 5.59 | 5.17 | 3.27 | 10.54 | 8.56 | 11.83 | 12.47 | 8.62 | 9.34 | 5.57 | 12.55 | 3.19 | 5.61 | 3.52 |
| Yield(%) | NA | 4.81 | 3.62 | 3.02 | 2.63 | NA | NA | 3.72 | NA | 1.32 | 4.39 | 2.16 | 3.26 | 1.90 | 3.00 | 2.22 | 0.37 | 2.79 | 2.59 | 3.08 | 2.65 | 3.47 | 3.78 | 4.77 | 3.74 | 8.29 | 3.44 | 3.79 | 4.08 | 3.95 | 5.70 | 3.88 | 7.02 |
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 |
|---|---|---|---|---|
| Bolin Tactical Asset Allocation Moderate |
-4.88%
Dec 2021 - Dec 2024 |
0.64%
Feb 2015 - Feb 2020 |
2.66%
Apr 2014 - Apr 2024 |
4.24%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bolin Tactical Asset Allocation Moderate |
21.76%
Oct 2004 - Oct 2007 |
18.63%
Oct 2002 - Oct 2007 |
13.99%
Apr 2001 - Apr 2011 |
9.82%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison Chart