Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Coghlan Financial Group, LLC Tactical Asset Allocation Moderate | NA | 9.12% | 3.31% | 6.59% | 4.42% | 5.60% | 6.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Coghlan Financial Group, LLC 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 | 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 (%) | -1.13 | 9.12 | 3.31 | 6.59 | 4.42 | 5.60 | 6.40 | … | … | 0.48 | 1.22 | 6.49 | -0.10 | 2.20 | 17.93 | 7.91 | -6.94 | 10.91 | 4.80 | -3.33 | 6.12 | 11.41 | 13.11 | -1.71 | 9.88 | 22.45 | -4.90 | 10.39 | 14.73 | 4.18 | 6.53 | 10.13 | -3.74 | 0.71 |
| Sharpe Ratio | NA | -0.45 | -0.19 | 0.30 | 0.28 | NA | NA | … | … | 0.07 | -0.58 | 0.33 | -0.18 | 0.17 | 1.91 | 1.35 | -1.21 | 2.44 | 0.95 | -0.49 | 1.02 | 1.73 | 2.59 | -0.20 | 1.11 | 3.21 | -0.77 | 0.84 | 1.66 | 0.61 | 1.34 | 2.68 | -2.00 | -0.45 |
| Standard Deviation(%) | NA | 9.26 | 8.19 | 9.54 | 7.83 | NA | NA | … | … | 6.15 | 9.31 | 6.82 | 8.26 | 12.94 | 9.26 | 4.81 | 6.85 | 4.22 | 4.86 | 6.85 | 6.01 | 6.58 | 5.03 | 8.80 | 8.81 | 6.97 | 7.61 | 8.84 | 6.90 | 3.32 | 4.17 | 3.53 | 2.43 | 3.58 |
| Draw Down(%) | NA | 7.59 | 9.82 | 11.52 | 11.52 | NA | NA | … | … | 0.53 | 7.59 | 6.60 | 9.82 | 11.44 | 10.61 | 3.63 | 11.08 | 1.73 | 3.65 | 8.29 | 4.76 | 6.07 | 4.28 | 11.16 | 7.58 | 4.00 | 12.56 | 6.19 | 7.35 | 2.88 | 5.74 | 3.99 | 4.51 | 2.65 |
| Yield(%) | NA | 4.77 | 2.63 | 3.49 | 3.07 | NA | NA | … | … | NA | 0.83 | 4.79 | 2.05 | 0.59 | 6.01 | 4.25 | 3.07 | 0.62 | 3.02 | 3.49 | 2.99 | 3.49 | 5.28 | 3.10 | 4.48 | 6.47 | 2.35 | 5.78 | 4.67 | 3.36 | 3.85 | 1.72 | 0.93 | 0.71 |
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 |
|---|---|---|---|---|
| Coghlan Financial Group, LLC Tactical Asset Allocation Moderate |
0.97%
Apr 2021 – Apr 2024 |
1.11%
Mar 2015 – Mar 2020 |
3.78%
Mar 2015 – Mar 2025 |
4.72%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Coghlan Financial Group, LLC Tactical Asset Allocation Moderate |
11.87%
Jun 2005 – Jun 2008 |
11.92%
Feb 2009 – Feb 2014 |
8.97%
May 2004 – May 2014 |
7.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart