Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAEMX_IVV_ECON_VOT Tactical Asset Allocation Moderate | NA | 21.67% | -1.18% | 5.63% | 2.76% | 4.47% | 7.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAEMX_IVV_ECON_VOT 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 (%) | -1.08 | 21.67 | -1.18 | 5.63 | 2.76 | 4.47 | 7.38 | … | … | 0.22 | 4.89 | 13.76 | -23.93 | 15.08 | 15.41 | 16.24 | -13.18 | 10.01 | -0.16 | -6.85 | 2.74 | 17.54 | 10.85 | -4.94 | 8.43 | 37.62 | -8.89 | 25.92 | 19.52 | 16.32 | 7.32 | 14.22 | -6.86 | 2.31 |
| Sharpe Ratio | NA | -0.10 | -0.51 | 0.11 | 0.06 | NA | NA | … | … | 0.02 | -0.19 | 1.00 | -1.64 | 1.50 | 1.31 | 1.85 | -1.48 | 1.58 | -0.03 | -0.77 | 0.32 | 2.31 | 1.47 | -0.44 | 0.65 | 3.06 | -1.05 | 1.21 | 0.98 | 1.37 | 0.89 | 2.03 | -1.33 | 0.01 |
| Standard Deviation(%) | NA | 8.88 | 11.63 | 11.38 | 10.27 | NA | NA | … | … | 10.49 | 8.91 | 9.49 | 15.45 | 10.06 | 11.57 | 8.03 | 9.81 | 5.95 | 11.55 | 8.92 | 8.48 | 7.59 | 7.36 | 11.25 | 12.85 | 12.28 | 9.36 | 18.95 | 16.60 | 10.31 | 7.19 | 6.66 | 5.98 | 0.05 |
| Draw Down(%) | NA | 7.67 | 22.88 | 25.06 | 25.06 | NA | NA | … | … | 0.79 | 7.40 | 7.72 | 24.14 | 6.80 | 8.21 | 4.88 | 19.86 | 2.37 | 7.36 | 12.16 | 6.88 | 4.04 | 5.81 | 11.23 | 10.81 | 4.75 | 10.86 | 11.31 | 18.02 | 6.96 | 4.84 | 2.93 | 8.78 | 0.00 |
| Yield(%) | NA | 2.26 | 2.30 | 2.28 | 1.72 | NA | NA | … | … | NA | 0.67 | 1.94 | 2.20 | 1.67 | 3.19 | 1.46 | 1.19 | 0.85 | 1.43 | 1.16 | 1.03 | 0.69 | 1.33 | 0.89 | 0.62 | 0.65 | 0.58 | 1.48 | 1.83 | 1.92 | 1.57 | 1.55 | 1.08 | 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 |
|---|---|---|---|---|
| WAEMX_IVV_ECON_VOT Tactical Asset Allocation Moderate |
-3.18%
Dec 2021 – Dec 2024 |
-1.81%
Dec 2013 – Dec 2018 |
1.30%
Oct 2013 – Oct 2023 |
3.67%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAEMX_IVV_ECON_VOT Tactical Asset Allocation Moderate |
24.66%
Oct 2004 – Oct 2007 |
18.79%
Apr 2005 – Apr 2010 |
12.69%
Aug 2004 – Aug 2014 |
9.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart