Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation – Optimal Moderate | NA | 26.45% | 3.03% | 7.99% | 7.55% | 9.05% | 7.28% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.24 | 26.45 | 3.03 | 7.99 | 7.55 | 9.05 | 7.28 | … | … | 0.04 | 13.17 | 16.56 | -17.35 | 15.51 | 14.02 | 21.43 | -3.68 | 11.02 | 9.36 | 0.74 | 11.15 | 15.72 | 11.23 | 4.78 | 14.27 | 20.21 | -23.01 | 2.89 | 11.80 | 4.68 | 8.00 | 18.08 | -12.02 | 9.58 |
| Sharpe Ratio | NA | 0.87 | -0.04 | 0.36 | 0.52 | NA | NA | … | … | 0.00 | 0.79 | 1.33 | -1.17 | 1.89 | 0.64 | 3.01 | -0.54 | 2.62 | 1.18 | 0.08 | 1.76 | 2.18 | 1.53 | 0.35 | 1.28 | 1.09 | -0.97 | -0.01 | 1.35 | 0.40 | 1.05 | 1.74 | -0.88 | 1.36 |
| Standard Deviation(%) | NA | 8.24 | 11.67 | 13.76 | 11.08 | NA | NA | … | … | 8.85 | 8.28 | 9.23 | 15.95 | 8.20 | 21.64 | 6.66 | 9.30 | 3.96 | 7.79 | 8.66 | 6.31 | 7.18 | 7.31 | 13.51 | 11.09 | 18.50 | 24.56 | 10.07 | 6.32 | 6.25 | 6.74 | 9.97 | 14.94 | 5.34 |
| Draw Down(%) | NA | 4.55 | 20.64 | 23.01 | 23.01 | NA | NA | … | … | 0.80 | 4.55 | 8.61 | 21.88 | 3.70 | 23.01 | 2.79 | 11.13 | 1.73 | 6.00 | 7.35 | 3.74 | 5.77 | 5.13 | 11.04 | 8.60 | 18.87 | 32.41 | 6.99 | 4.59 | 4.21 | 5.08 | 8.08 | 20.34 | 2.44 |
| Yield(%) | NA | 3.02 | 2.33 | 2.32 | 2.23 | NA | NA | … | … | NA | 1.10 | 2.59 | 1.78 | 2.13 | 1.81 | 2.71 | 1.69 | 0.87 | 3.38 | 2.34 | 2.42 | 2.43 | 2.52 | 2.79 | 3.01 | 3.27 | 1.80 | 2.53 | 2.68 | 1.95 | 1.45 | 1.23 | 1.16 | 2.36 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation – Optimal Moderate |
-8.93%
Feb 2006 – Feb 2009 |
-3.13%
Feb 2004 – Feb 2009 |
4.07%
Nov 2001 – Nov 2011 |
5.69%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Strategic Asset Allocation – Optimal Moderate |
20.31%
Feb 2009 – Feb 2012 |
16.76%
Feb 2009 – Feb 2014 |
11.59%
Feb 2009 – Feb 2019 |
10.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart