Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Strategic Asset Allocation - Optimal Moderate | 1.88% | 3.16% | 2.23% | 7.88% | 4.65% | 5.48% | 5.68% | 6.27% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -0.86 | 3.16 | 2.23 | 7.88 | 4.65 | 5.48 | 5.68 | 6.27 | 1.88 | 4.16 | 11.11 | -12.92 | 10.44 | 12.15 | 17.00 | -7.18 | 10.61 | 8.35 | -3.13 | 5.32 | 9.54 | 12.06 | -1.34 | 12.57 | 25.10 | -24.80 | 9.17 | 15.32 | 9.54 | 15.22 | 24.94 | -3.15 | 3.27 |
| Sharpe Ratio | NA | 0.25 | 0.15 | 0.43 | 0.32 | NA | NA | 0.44 | 0.28 | 0.07 | 1.00 | -1.16 | 1.32 | 0.67 | 2.67 | -0.46 | 2.46 | 0.98 | -0.44 | 0.97 | 1.28 | 1.55 | -0.09 | 0.99 | 1.19 | -1.04 | 0.58 | 1.52 | 1.07 | 1.95 | 3.30 | -0.44 | 0.09 |
| Standard Deviation(%) | NA | 9.46 | 9.47 | 9.50 | 10.90 | NA | NA | 11.58 | 11.31 | 7.49 | 7.42 | 12.36 | 7.88 | 17.69 | 5.81 | 18.44 | 4.04 | 8.29 | 7.19 | 5.49 | 7.41 | 7.72 | 14.41 | 12.57 | 20.97 | 24.66 | 10.43 | 7.85 | 6.78 | 7.31 | 7.33 | 9.83 | 9.53 |
| Draw Down(%) | NA | 10.87 | 11.97 | 19.05 | 20.96 | NA | NA | 40.14 | 8.18 | 6.25 | 7.28 | 19.05 | 3.65 | 20.63 | 3.03 | 18.50 | 1.68 | 5.05 | 9.13 | 3.87 | 7.54 | 6.07 | 14.14 | 9.14 | 19.20 | 37.13 | 6.44 | 8.71 | 4.46 | 8.19 | 6.70 | 16.32 | 13.18 |
| Yield(%) | NA | 3.83 | 3.14 | 2.81 | 2.39 | NA | NA | 2.88 | NA | 1.17 | 3.26 | 2.52 | 2.58 | 1.93 | 2.88 | 2.34 | 0.27 | 2.92 | 2.27 | 1.95 | 2.22 | 3.03 | 3.03 | 2.48 | 2.77 | 3.38 | 4.04 | 3.66 | 3.93 | 3.11 | 3.18 | 2.80 | 4.59 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Strategic Asset Allocation - Optimal Moderate |
-7.75%
Feb 2006 - Feb 2009 |
-0.16%
Feb 2004 - Feb 2009 |
3.80%
Oct 2013 - Oct 2023 |
3.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FundAdvice Ultimate Buy and Hold Lazy Portfolio Strategic Asset Allocation - Optimal Moderate |
19.85%
Mar 2003 - Mar 2006 |
15.97%
Oct 2002 - Oct 2007 |
9.52%
Mar 2003 - Mar 2013 |
8.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart