Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Starners G3 Tactical Asset Allocation Moderate | NA | 18.54% | -0.71% | 3.39% | 3.03% | 2.41% | 4.28% | 4.72% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Starners G3 Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.95 | 18.54 | -0.71 | 3.39 | 3.03 | 2.41 | 4.28 | 4.72 | NA | 5.23 | 6.83 | -15.63 | 2.57 | 12.88 | 4.39 | -4.86 | 16.47 | 8.05 | -6.51 | -0.77 | -6.41 | 2.14 | -0.90 | 7.67 | 31.41 | -11.17 | 27.14 | 15.63 | -1.21 | 4.59 | 5.01 | 8.72 | 5.43 |
| Sharpe Ratio | NA | -0.13 | -0.56 | -0.08 | 0.09 | NA | NA | 0.35 | -0.24 | -0.16 | 0.31 | -1.28 | 0.24 | 1.44 | 0.53 | -0.82 | 2.65 | 1.18 | -1.05 | -0.15 | -1.22 | 0.34 | -0.08 | 0.63 | 2.35 | -1.30 | 1.50 | 2.14 | -0.93 | 0.76 | 0.73 | 1.44 | 0.61 |
| Standard Deviation(%) | NA | 8.57 | 10.31 | 10.09 | 8.47 | NA | NA | 8.57 | 3.19 | 8.58 | 8.39 | 13.25 | 10.68 | 8.77 | 5.63 | 7.57 | 5.97 | 6.64 | 6.23 | 5.39 | 5.30 | 6.18 | 11.01 | 11.97 | 13.33 | 9.34 | 16.14 | 5.79 | 3.63 | 4.82 | 5.91 | 5.29 | 5.08 |
| Draw Down(%) | NA | 8.61 | 22.62 | 25.28 | 25.28 | NA | NA | 25.28 | 0.73 | 7.96 | 8.27 | 22.62 | 7.06 | 10.04 | 5.58 | 12.69 | 3.10 | 6.31 | 10.53 | 7.66 | 9.93 | 9.07 | 10.76 | 10.99 | 6.48 | 13.93 | 12.16 | 3.67 | 3.49 | 5.08 | 6.90 | 4.01 | 5.21 |
| Yield(%) | NA | 3.78 | 4.14 | 3.51 | 2.97 | NA | NA | 3.30 | NA | 0.14 | 3.88 | 4.64 | 3.48 | 2.59 | 3.14 | 1.30 | 0.14 | 4.62 | 2.48 | 3.74 | 1.09 | 3.27 | 2.79 | 2.74 | 3.51 | 2.82 | 3.38 | 3.73 | 4.11 | 4.09 | 5.35 | 3.62 | 5.33 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Starners G3 Tactical Asset Allocation Moderate |
-4.60%
Dec 2012 - Dec 2015 |
-2.55%
Dec 2010 - Dec 2015 |
0.31%
Oct 2012 - Oct 2022 |
1.17%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Starners G3 Tactical Asset Allocation Moderate |
15.94%
Sep 2006 - Sep 2009 |
13.85%
Apr 2006 - Apr 2011 |
9.00%
Apr 2001 - Apr 2011 |
6.00%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart