Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 50 To 70 Percent Tactical Balanced Portfolio | -2.40% | 4.14% | 6.15% | 8.87% | 6.93% | 9.14% | 9.54% | 9.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 50 To 70 Percent Tactical Balanced Portfolio | 01/02/2001 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 01/02/2001.
AR inception is since 01/02/2001.
| 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 (%) | -0.07 | 4.14 | 6.15 | 8.87 | 6.93 | 9.14 | 9.54 | 9.84 | -2.40 | 13.66 | 11.23 | -14.14 | 20.91 | 14.00 | 12.13 | -4.64 | 17.66 | 11.20 | -2.92 | 11.02 | 23.37 | 15.92 | 1.54 | 18.10 | 28.75 | -1.67 | 6.38 | 14.25 | 4.54 | 10.79 | 34.43 | 1.30 | 3.84 |
| Sharpe Ratio | NA | -0.21 | 0.20 | 0.64 | 0.57 | NA | NA | 0.95 | -0.35 | 0.70 | 0.77 | -1.90 | 2.19 | 1.11 | 1.49 | -0.53 | 3.59 | 1.56 | -0.31 | 1.29 | 2.80 | 1.70 | 0.12 | 1.76 | 2.92 | -0.36 | 0.29 | 1.46 | 0.32 | 1.20 | 4.15 | 0.04 | 1.12 |
| Standard Deviation(%) | NA | 10.31 | 8.72 | 9.80 | 9.19 | NA | NA | 8.88 | 9.74 | 10.03 | 9.07 | 8.17 | 9.56 | 12.35 | 7.19 | 11.31 | 4.74 | 7.04 | 9.58 | 8.51 | 8.33 | 9.35 | 12.69 | 10.21 | 9.83 | 7.13 | 11.54 | 7.52 | 7.41 | 8.20 | 8.14 | 4.97 | 1.36 |
| Draw Down(%) | NA | 7.04 | 8.20 | 15.40 | 15.40 | NA | NA | 15.40 | 7.04 | 6.04 | 8.20 | 15.40 | 4.06 | 14.90 | 4.13 | 14.97 | 1.56 | 3.82 | 8.84 | 5.33 | 5.39 | 7.33 | 12.91 | 9.44 | 4.04 | 7.29 | 7.23 | 5.71 | 5.43 | 6.20 | 4.73 | 7.88 | 1.22 |
| Yield(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 50 To 70 Percent Tactical Balanced Portfolio |
2.77%
Dec 2021 - Dec 2024 |
4.66%
Mar 2015 - Mar 2020 |
6.87%
Nov 2013 - Nov 2023 |
8.76%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 50 To 70 Percent Tactical Balanced Portfolio |
18.25%
Jul 2002 - Jul 2005 |
17.19%
Feb 2009 - Feb 2014 |
13.04%
Jul 2002 - Jul 2012 |
12.57%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart