Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGISTICS MANAGEMENT INC Strategic Asset Allocation – Optimal Moderate | 4.15% | 14.64% | 10.95% | 5.04% | 7.67% | 6.61% | 6.25% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGISTICS MANAGEMENT INC Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.42 | 14.64 | 10.95 | 5.04 | 7.67 | 6.61 | 6.25 | … | … | 4.15 | 12.44 | 8.86 | 9.02 | -13.85 | 8.91 | 16.80 | 18.34 | -4.43 | 10.62 | 6.80 | -1.11 | 7.16 | 12.14 | 11.81 | 0.56 | 14.97 | 20.04 | -21.78 | 6.28 | 11.61 | 10.21 | 11.50 | 22.85 | -7.03 | 4.55 |
| Sharpe Ratio | NA | 1.70 | 0.94 | 0.22 | 0.54 | NA | NA | … | … | 0.36 | 1.08 | 0.68 | 0.64 | -1.13 | 1.04 | 0.87 | 2.61 | -0.68 | 2.39 | 0.79 | -0.13 | 1.17 | 1.71 | 1.52 | 0.03 | 1.24 | 1.00 | -0.94 | 0.34 | 1.18 | 1.07 | 1.17 | 2.10 | -0.59 | 0.16 |
| Standard Deviation(%) | NA | 7.45 | 8.30 | 9.53 | 10.06 | NA | NA | … | … | 8.78 | 8.87 | 7.69 | 8.37 | 13.50 | 8.53 | 19.03 | 6.46 | 8.54 | 4.17 | 8.36 | 8.56 | 6.12 | 7.06 | 7.74 | 15.81 | 12.00 | 19.86 | 24.26 | 9.33 | 6.97 | 7.47 | 8.99 | 10.52 | 13.93 | 13.08 |
| Draw Down(%) | NA | 6.28 | 9.63 | 20.59 | 21.80 | NA | NA | … | … | 6.28 | 8.90 | 4.12 | 9.20 | 20.59 | 4.37 | 21.80 | 2.78 | 11.21 | 1.65 | 6.33 | 8.18 | 4.66 | 7.30 | 6.53 | 15.21 | 9.23 | 19.03 | 33.70 | 5.75 | 6.07 | 4.70 | 7.65 | 7.52 | 18.83 | 15.14 |
| Yield(%) | NA | 3.61 | 3.02 | 2.59 | 2.44 | NA | NA | … | … | NA | NA | 0.91 | 3.22 | 2.28 | 2.79 | 1.79 | 2.36 | 2.32 | 2.29 | 2.53 | 2.11 | 2.08 | 2.70 | 3.11 | 1.50 | 2.51 | 2.74 | 2.65 | 3.06 | 2.81 | 3.06 | 2.59 | 2.90 | 2.43 | 2.94 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| LOGISTICS MANAGEMENT INC Strategic Asset Allocation – Optimal Moderate |
-7.93%
Feb 2006 – Feb 2009 |
-1.07%
Feb 2004 – Feb 2009 |
4.43%
Oct 2013 – Oct 2023 |
4.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGISTICS MANAGEMENT INC Strategic Asset Allocation – Optimal Moderate |
19.68%
Feb 2009 – Feb 2012 |
15.38%
Feb 2009 – Feb 2014 |
9.88%
Feb 2009 – Feb 2019 |
8.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart