Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 5 Necessity Stocks That Could Protect Your Portfolio From Disaster | -0.07% | -6.44% | -3.54% | 3.21% | 5.84% | 8.83% | NA | 8.26% |
Data as of 01/08/2025, AR inception is 04/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 5 Necessity Stocks That Could Protect Your Portfolio From Disaster | 04/23/2008 | 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 (%) | 0.12 | -6.44 | -3.54 | 3.21 | 5.84 | 8.83 | NA | 8.26 | -0.07 | -5.40 | -6.01 | -3.73 | 19.96 | 12.01 | 23.77 | -2.02 | 20.41 | 14.67 | -6.53 | 12.38 | 15.73 | 10.35 | 20.99 | 13.91 | 12.67 | -11.19 |
| Sharpe Ratio | NA | -0.64 | -0.44 | 0.03 | 0.24 | NA | NA | 0.39 | -0.01 | -0.59 | -0.74 | -0.26 | 1.40 | 0.33 | 2.16 | -0.24 | 2.43 | 1.06 | -0.47 | 1.27 | 1.52 | 1.05 | 1.25 | 1.07 | 0.78 | -0.33 |
| Standard Deviation(%) | NA | 20.16 | 18.24 | 22.19 | 17.90 | NA | NA | 17.48 | 11.59 | 20.17 | 13.94 | 20.02 | 14.23 | 35.44 | 10.34 | 13.90 | 8.14 | 13.69 | 13.96 | 9.73 | 10.34 | 9.76 | 16.71 | 12.87 | 16.07 | 35.97 |
| Draw Down(%) | NA | 17.43 | 26.01 | 30.15 | 30.15 | NA | NA | 30.15 | 1.12 | 17.62 | 15.91 | 19.96 | 12.27 | 30.15 | 6.16 | 11.67 | 4.54 | 11.75 | 19.03 | 5.46 | 7.49 | 7.01 | 11.74 | 10.44 | 19.62 | 23.72 |
| Yield(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.05 | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/08/2025, AR inception is 04/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 5 Necessity Stocks That Could Protect Your Portfolio From Disaster |
-5.05%
Dec 2021 - Dec 2024 |
2.84%
Dec 2019 - Dec 2024 |
6.05%
Dec 2014 - Dec 2024 |
8.83%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 5 Necessity Stocks That Could Protect Your Portfolio From Disaster |
22.38%
Jun 2010 - Jun 2013 |
17.89%
Apr 2009 - Apr 2014 |
13.34%
Aug 2009 - Aug 2019 |
10.33%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart