Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jeanne`s Schwab OneSource Select List Funds Tactical Asset Allocation Moderate | NA | -3.49% | 3.82% | 2.38% | 6.40% | 7.78% | NA | 9.00% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jeanne`s Schwab OneSource Select List Funds Tactical Asset Allocation Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | -3.49 | 3.82 | 2.38 | 6.40 | 7.78 | NA | 9.00 | -7.58 | 9.51 | 6.94 | -3.86 | 2.48 | 12.12 | 12.96 | -7.39 | 9.84 | 28.16 | -13.22 | 20.67 | 20.84 | 11.65 | 12.13 | 29.99 | 10.49 | 4.49 |
| Sharpe Ratio | NA | -1.20 | 0.30 | 0.12 | 0.70 | NA | NA | 0.90 | -1.21 | 1.81 | 1.00 | -0.58 | 0.29 | 1.74 | 3.15 | -0.65 | 0.96 | 2.97 | -1.35 | 1.44 | 1.69 | 1.33 | 1.24 | 5.18 | 2.10 | 0.45 |
| Standard Deviation(%) | NA | 7.39 | 6.43 | 6.92 | 7.92 | NA | NA | 8.19 | 7.39 | 4.91 | 6.71 | 6.72 | 8.40 | 6.96 | 4.10 | 11.34 | 10.17 | 9.45 | 10.49 | 12.30 | 10.38 | 7.11 | 9.03 | 5.66 | 4.48 | 4.87 |
| Draw Down(%) | NA | 13.71 | 13.71 | 13.71 | 16.84 | NA | NA | 22.45 | 13.71 | 2.32 | 6.57 | 9.91 | 6.80 | 6.60 | 3.22 | 16.84 | 9.18 | 4.92 | 22.45 | 9.97 | 14.07 | 6.32 | 11.51 | 3.44 | 4.83 | 4.34 |
| Yield(%) | NA | 2.24 | 2.16 | 3.56 | 4.03 | NA | NA | 4.59 | 2.23 | 0.62 | 3.49 | 3.38 | 8.15 | 2.66 | 5.34 | 6.84 | 3.29 | 4.00 | 4.40 | 10.17 | 7.34 | 2.68 | 3.59 | 4.53 | 4.44 | 5.47 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| Jeanne`s Schwab OneSource Select List Funds Tactical Asset Allocation Moderate |
1.28%
Feb 2014 - Feb 2017 |
2.09%
Apr 2011 - Apr 2016 |
4.50%
Jun 2008 - Jun 2018 |
7.65%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jeanne`s Schwab OneSource Select List Funds Tactical Asset Allocation Moderate |
22.13%
Oct 2004 - Oct 2007 |
20.43%
Oct 2002 - Oct 2007 |
13.53%
Apr 2001 - Apr 2011 |
9.80%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart