Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 8.30% | NA | 28.41% | 8.86% | 9.77% | 5.91% | 5.46% | 7.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.19 | 28.41 | 8.86 | 9.77 | 5.91 | 5.46 | 7.10 | 8.30 | NA | 20.01 | 17.32 | -7.09 | 5.79 | 15.84 | 7.10 | -5.53 | 10.65 | 4.18 | -2.98 | -0.07 | 13.38 | 8.49 | -5.03 | 1.80 | 16.82 | 0.32 | 7.64 | 22.88 | 9.25 | 25.39 | 22.90 | 9.20 | 4.35 |
| Sharpe Ratio | NA | 1.99 | 0.77 | 0.92 | 0.63 | NA | NA | 0.89 | 0.18 | 1.71 | 1.92 | -0.95 | 0.63 | 1.85 | 1.12 | -0.92 | 1.82 | 0.67 | -0.51 | -0.01 | 1.72 | 1.37 | -0.39 | 0.14 | 1.65 | -0.12 | 0.45 | 2.70 | 1.26 | 3.14 | 4.38 | 2.42 | 0.38 |
| Standard Deviation(%) | NA | 7.79 | 7.95 | 8.32 | 7.26 | NA | NA | 7.71 | 7.27 | 7.84 | 6.81 | 8.96 | 9.22 | 8.44 | 5.08 | 7.43 | 5.49 | 5.90 | 5.93 | 6.33 | 7.75 | 6.18 | 13.05 | 12.11 | 10.11 | 5.01 | 10.26 | 7.27 | 5.64 | 7.79 | 5.07 | 3.34 | 5.41 |
| Draw Down(%) | NA | 4.40 | 11.52 | 11.60 | 12.05 | NA | NA | 15.79 | 0.24 | 4.40 | 3.80 | 11.60 | 5.98 | 11.01 | 2.91 | 10.83 | 3.46 | 3.62 | 5.75 | 5.85 | 7.14 | 5.07 | 15.79 | 10.78 | 5.53 | 5.58 | 7.14 | 7.93 | 4.06 | 8.86 | 3.00 | 1.71 | 5.22 |
| Yield(%) | NA | 15.63 | 12.30 | 9.39 | 6.51 | NA | NA | 5.67 | NA | 4.57 | 14.62 | 7.88 | 9.30 | 4.32 | 6.23 | 4.61 | 0.24 | 2.58 | 6.25 | 4.35 | 3.01 | 5.17 | 3.50 | 4.94 | 5.90 | 4.23 | 5.12 | 5.65 | 5.83 | 6.26 | 4.92 | 6.02 | 4.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.33%
Dec 2013 - Dec 2016 |
1.01%
Feb 2014 - Feb 2019 |
2.20%
Apr 2010 - Apr 2020 |
3.66%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
21.27%
Mar 2003 - Mar 2006 |
19.20%
Oct 2002 - Oct 2007 |
12.44%
Apr 2001 - Apr 2011 |
9.06%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart