Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wasik Nano Plan Strategic Asset Allocation - Optimal Moderate | 1.15% | 6.73% | 4.09% | 9.48% | 6.19% | 7.24% | 6.49% | 6.28% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wasik Nano Plan 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 (%) | -1.27 | 6.73 | 4.09 | 9.48 | 6.19 | 7.24 | 6.49 | 6.28 | 1.15 | 9.43 | 15.16 | -16.34 | 14.58 | 12.58 | 19.63 | -5.48 | 11.45 | 7.51 | 0.47 | 7.55 | 12.69 | 12.46 | 2.72 | 12.74 | 20.27 | -22.74 | 5.65 | 13.14 | 5.52 | 8.54 | 19.59 | -12.44 | 9.46 |
| Sharpe Ratio | NA | 0.63 | 0.39 | 0.52 | 0.48 | NA | NA | 0.44 | 0.27 | 0.72 | 1.27 | -1.17 | 1.85 | 0.62 | 2.83 | -0.80 | 2.69 | 0.86 | 0.05 | 1.21 | 1.66 | 1.57 | 0.19 | 1.06 | 1.05 | -0.95 | 0.26 | 1.36 | 0.52 | 1.09 | 1.96 | -0.91 | 1.32 |
| Standard Deviation(%) | NA | 10.93 | 11.25 | 10.92 | 10.86 | NA | NA | 11.61 | 14.06 | 8.03 | 9.07 | 15.23 | 7.87 | 19.98 | 6.42 | 8.59 | 4.01 | 8.49 | 8.75 | 6.24 | 7.60 | 7.93 | 14.43 | 11.94 | 19.23 | 25.01 | 9.58 | 7.13 | 6.26 | 6.95 | 9.61 | 14.96 | 5.34 |
| Draw Down(%) | NA | 9.40 | 13.58 | 22.25 | 22.44 | NA | NA | 39.09 | 9.40 | 4.43 | 8.85 | 22.17 | 3.63 | 22.44 | 2.77 | 11.13 | 1.83 | 6.28 | 7.70 | 4.48 | 7.09 | 5.85 | 11.66 | 8.30 | 19.52 | 35.41 | 5.80 | 5.80 | 3.92 | 4.84 | 8.44 | 20.62 | 2.44 |
| Yield(%) | NA | 3.23 | 2.88 | 2.76 | 2.51 | NA | NA | 2.43 | NA | 0.98 | 2.87 | 2.44 | 3.00 | 2.09 | 2.68 | 1.91 | 0.60 | 3.48 | 2.55 | 2.87 | 2.22 | 2.87 | 3.00 | 2.89 | 3.20 | 3.13 | 3.11 | 3.01 | 2.38 | 0.85 | 0.73 | 0.79 | 2.23 |
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 |
|---|---|---|---|---|
| Wasik Nano Plan Strategic Asset Allocation - Optimal Moderate |
-8.23%
Feb 2006 - Feb 2009 |
-2.37%
Feb 2004 - Feb 2009 |
4.43%
Dec 2001 - Dec 2011 |
4.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wasik Nano Plan Strategic Asset Allocation - Optimal Moderate |
19.78%
Feb 2009 - Feb 2012 |
16.00%
Feb 2009 - Feb 2014 |
10.42%
Feb 2009 - Feb 2019 |
9.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart