Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ruddy Tactical Asset Allocation Moderate | NA | 23.03% | 0.17% | 4.82% | 4.46% | 5.86% | 6.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ruddy 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 (%) | -0.67 | 23.03 | 0.17 | 4.82 | 4.46 | 5.86 | 6.62 | … | … | 0.61 | 10.76 | 13.64 | -18.70 | 7.15 | 13.62 | 7.41 | 1.03 | 14.90 | 1.86 | -1.42 | 1.62 | 15.15 | 6.47 | 4.54 | 11.27 | 15.06 | 3.26 | 9.12 | 13.92 | 3.87 | 10.36 | 14.87 | 4.31 | 7.63 |
| Sharpe Ratio | NA | 0.66 | -0.21 | 0.21 | 0.38 | NA | NA | … | … | 0.07 | 0.49 | 1.01 | -1.76 | 0.70 | 1.60 | 1.34 | -0.04 | 2.56 | 0.39 | -0.28 | 0.27 | 2.14 | 1.37 | 0.50 | 0.98 | 1.88 | 0.61 | 0.59 | 1.39 | 0.32 | 1.44 | 2.66 | 0.80 | 1.47 |
| Standard Deviation(%) | NA | 8.38 | 9.79 | 9.63 | 7.87 | NA | NA | … | … | 7.76 | 8.43 | 9.33 | 11.38 | 10.22 | 8.37 | 4.47 | 7.73 | 5.58 | 4.22 | 5.13 | 6.05 | 7.08 | 4.68 | 9.07 | 11.39 | 7.96 | 3.83 | 10.45 | 7.67 | 5.27 | 6.54 | 5.34 | 3.98 | 3.63 |
| Draw Down(%) | NA | 4.59 | 17.61 | 20.41 | 20.41 | NA | NA | … | … | 0.48 | 4.57 | 8.89 | 19.40 | 5.86 | 6.73 | 3.48 | 7.62 | 3.05 | 3.61 | 5.06 | 4.81 | 6.73 | 4.04 | 8.67 | 7.59 | 3.77 | 2.63 | 8.08 | 8.72 | 3.88 | 6.61 | 3.44 | 3.92 | 2.68 |
| Yield(%) | NA | 6.45 | 4.95 | 4.41 | 3.20 | NA | NA | … | … | NA | 0.62 | 6.35 | 4.73 | 2.82 | 3.03 | 4.62 | 2.32 | 0.13 | 2.10 | 1.99 | 3.52 | 3.83 | 3.63 | 2.86 | 2.71 | 3.33 | 3.60 | 4.59 | 6.70 | 4.11 | 2.00 | 3.48 | 5.10 | 5.61 |
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 |
|---|---|---|---|---|
| Ruddy Tactical Asset Allocation Moderate |
-1.45%
Apr 2021 – Apr 2024 |
0.71%
Sep 2018 – Sep 2023 |
2.75%
Oct 2013 – Oct 2023 |
5.15%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ruddy Tactical Asset Allocation Moderate |
12.16%
May 2008 – May 2011 |
11.27%
Oct 2002 – Oct 2007 |
9.77%
Apr 2001 – Apr 2011 |
8.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart