Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Strategic Dividend Stock Income Balanced Portfolio | 2.83% | -4.80% | 1.78% | 6.92% | 7.19% | 9.23% | 8.26% | 7.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Strategic Dividend Stock Income Balanced Portfolio | 01/02/2001 | 02/28/2025 |
The return data shown below all have the same latest date: 02/28/2025.
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 (%) | 0.92 | -4.80 | 1.78 | 6.92 | 7.19 | 9.23 | 8.26 | 7.36 | 2.83 | -4.22 | 6.32 | -3.64 | 18.33 | 11.51 | 24.83 | -0.84 | 13.85 | 7.48 | 1.46 | 9.84 | 22.93 | 12.11 | 8.57 | 12.50 | 21.70 | -18.50 | 7.51 | 17.00 | 4.17 | 10.00 | 28.77 | -14.25 | -7.93 |
| Sharpe Ratio | NA | -1.01 | -0.23 | 0.33 | 0.50 | NA | NA | 0.53 | 0.29 | -0.99 | 0.27 | -0.39 | 2.28 | 0.52 | 3.08 | -0.21 | 2.75 | 0.88 | 0.14 | 1.28 | 3.09 | 1.52 | 0.62 | 1.17 | 1.47 | -0.86 | 0.44 | 2.01 | 0.28 | 1.15 | 2.68 | -1.00 | -1.06 |
| Standard Deviation(%) | NA | 11.12 | 10.65 | 13.15 | 11.09 | NA | NA | 11.42 | 8.21 | 10.91 | 7.68 | 13.00 | 8.03 | 21.57 | 7.60 | 10.09 | 4.80 | 8.25 | 10.25 | 7.67 | 7.42 | 7.93 | 13.70 | 10.58 | 14.68 | 22.53 | 10.25 | 6.85 | 7.03 | 7.87 | 10.49 | 15.36 | 9.66 |
| Draw Down(%) | NA | 15.59 | 15.59 | 21.34 | 24.50 | NA | NA | 31.18 | 2.30 | 14.25 | 7.56 | 11.62 | 4.02 | 24.50 | 2.98 | 10.59 | 2.32 | 5.06 | 7.68 | 4.51 | 4.96 | 5.89 | 11.52 | 9.58 | 15.52 | 27.07 | 6.66 | 5.26 | 4.60 | 6.34 | 8.39 | 23.13 | 11.53 |
| Yield(%) | NA | 2.43 | 3.48 | 3.39 | 3.23 | NA | NA | 2.40 | NA | 0.80 | 1.71 | 3.88 | 4.61 | 2.15 | 4.16 | 5.00 | 1.88 | 2.13 | 3.95 | 2.63 | 2.03 | 1.67 | 1.53 | 1.45 | 1.81 | 1.24 | 1.84 | 1.46 | 1.40 | 1.39 | 1.48 | 1.82 | 3.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Strategic Dividend Stock Income Balanced Portfolio |
-3.80%
Feb 2006 - Feb 2009 |
0.59%
Feb 2004 - Feb 2009 |
5.67%
Feb 2001 - Feb 2011 |
6.97%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Strategic Dividend Stock Income Balanced Portfolio |
19.97%
Feb 2009 - Feb 2012 |
18.06%
Feb 2009 - Feb 2014 |
12.69%
Feb 2009 - Feb 2019 |
11.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart