Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AssetBuilder Model Portfolio 09 | 0.75% | 4.02% | 5.04% | 10.16% | 4.91% | 5.21% | NA | 5.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AssetBuilder Model Portfolio 09 | 02/07/2006 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 02/07/2006.
AR inception is since 02/07/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 4.02 | 5.04 | 10.16 | 4.91 | 5.21 | NA | 5.03 | 0.75 | 7.75 | 11.77 | -7.58 | 19.66 | 2.54 | 13.08 | -7.58 | 9.43 | 9.76 | -3.86 | 1.48 | 10.33 | 10.93 | -4.59 | 12.44 | 25.25 | -24.73 | 7.61 | 13.26 |
| Sharpe Ratio | NA | -0.02 | 0.01 | 0.15 | 0.09 | NA | NA | 0.13 | 0.00 | 0.15 | 0.91 | -0.69 | 2.23 | 0.13 | 1.80 | -1.08 | 2.00 | 1.14 | -0.47 | 0.26 | 1.56 | 1.33 | -0.32 | 1.00 | 1.30 | -1.17 | 0.48 | 1.59 |
| Standard Deviation(%) | NA | 112.74 | 65.58 | 51.14 | 36.78 | NA | NA | 27.96 | 194.18 | 7.57 | 8.24 | 12.98 | 8.80 | 17.98 | 6.47 | 8.25 | 4.40 | 8.39 | 8.18 | 5.73 | 6.60 | 8.16 | 14.50 | 12.34 | 19.28 | 22.00 | 9.68 | 6.48 |
| Draw Down(%) | NA | 58.14 | 58.14 | 58.14 | 58.14 | NA | NA | 58.14 | 58.14 | 4.92 | 6.45 | 14.65 | 4.16 | 25.42 | 4.39 | 13.26 | 1.87 | 6.67 | 9.89 | 5.78 | 5.65 | 8.35 | 16.10 | 9.79 | 18.41 | 36.53 | 7.09 | 7.60 |
| Yield(%) | NA | 4.10 | 3.98 | 3.17 | 2.60 | NA | NA | 2.69 | NA | 0.44 | 4.01 | 3.01 | 5.00 | 1.78 | 2.05 | 3.09 | 0.25 | 2.89 | 1.99 | 2.18 | 2.12 | 2.50 | 1.82 | 1.62 | 2.18 | 3.19 | 4.81 | 3.54 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AssetBuilder Model Portfolio 09 |
-6.58%
Mar 2006 - Mar 2009 |
-0.64%
Mar 2015 - Mar 2020 |
2.33%
Mar 2010 - Mar 2020 |
3.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AssetBuilder Model Portfolio 09 |
18.35%
Feb 2009 - Feb 2012 |
13.82%
Feb 2009 - Feb 2014 |
8.14%
Feb 2009 - Feb 2019 |
7.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart