Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Tactical Dividend Stock Income Balanced Portfolio | -0.34% | -4.56% | -0.24% | 4.62% | 6.46% | 8.78% | 9.28% | 9.71% |
Data as of 01/08/2025, AR inception is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tactical Dividend Stock Income Balanced Portfolio | 01/02/2001 | 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 (%) | 0.05 | -4.56 | -0.24 | 4.62 | 6.46 | 8.78 | 9.28 | 9.71 | -0.34 | -4.22 | 6.32 | -3.64 | 18.33 | 8.78 | 21.34 | -0.84 | 13.85 | 7.48 | 1.46 | 9.84 | 22.93 | 12.11 | 8.57 | 15.94 | 25.84 | -1.67 | 7.51 | 17.00 | 4.17 | 9.99 | 37.77 | -1.46 | 6.56 |
| Sharpe Ratio | NA | -1.02 | -0.42 | 0.16 | 0.44 | NA | NA | 0.89 | -0.07 | -1.00 | 0.27 | -0.39 | 2.28 | 0.40 | 2.68 | -0.21 | 2.75 | 0.88 | 0.14 | 1.28 | 3.09 | 1.52 | 0.62 | 1.64 | 3.06 | -0.36 | 0.44 | 2.01 | 0.28 | 1.15 | 4.85 | -0.44 | 0.91 |
| Standard Deviation(%) | NA | 10.84 | 10.75 | 13.12 | 11.00 | NA | NA | 9.51 | 5.53 | 10.84 | 7.77 | 13.00 | 8.03 | 21.18 | 7.45 | 10.09 | 4.80 | 8.25 | 10.25 | 7.67 | 7.42 | 7.93 | 13.70 | 9.69 | 8.40 | 7.13 | 10.25 | 6.85 | 7.03 | 7.87 | 7.65 | 5.79 | 4.69 |
| Draw Down(%) | NA | 14.82 | 14.82 | 24.50 | 24.50 | NA | NA | 24.50 | 0.68 | 14.24 | 7.56 | 11.62 | 4.02 | 24.50 | 2.95 | 10.59 | 2.32 | 5.06 | 7.68 | 4.51 | 4.96 | 5.89 | 11.52 | 8.30 | 4.12 | 7.29 | 6.66 | 5.26 | 4.60 | 6.34 | 4.49 | 6.25 | 4.14 |
| 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 |
Data as of 01/08/2025, AR inception is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tactical Dividend Stock Income Balanced Portfolio |
-0.63%
Dec 2021 - Dec 2024 |
4.78%
Dec 2019 - Dec 2024 |
6.56%
Dec 2014 - Dec 2024 |
8.91%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tactical Dividend Stock Income Balanced Portfolio |
17.89%
Feb 2009 - Feb 2012 |
16.90%
Dec 2008 - Dec 2013 |
13.43%
Mar 2003 - Mar 2013 |
12.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart