Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Investment Calculator – 01/13/2025 20:14:20 | NA | 9.74% | 2.87% | 6.82% | NA | NA | NA | … | … |
Data as of 01/10/2025, Common starting date is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Investment Calculator – 01/13/2025 20:14:20 | 03/30/2016 | 01/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 9.74 | 2.87 | 6.82 | NA | NA | NA | … | … | -0.79 | 10.13 | 16.20 | -16.00 | 11.84 | 17.57 | 21.53 | -4.80 | 16.51 | 6.04 |
| Sharpe Ratio | NA | 0.39 | -0.11 | 0.34 | NA | NA | NA | … | … | -0.10 | 0.43 | 1.40 | -1.17 | 1.38 | 0.88 | 2.96 | -0.64 | 4.24 | 0.83 |
| Standard Deviation(%) | NA | 8.21 | 10.98 | 12.82 | NA | NA | NA | … | … | 9.10 | 8.19 | 8.56 | 14.85 | 8.57 | 19.61 | 6.81 | 9.50 | 3.75 | 7.12 |
| Draw Down(%) | NA | 5.39 | 20.84 | 23.17 | NA | NA | NA | … | … | 1.66 | 4.63 | 8.41 | 21.73 | 4.15 | 23.17 | 3.54 | 11.96 | 1.22 | 3.97 |
| Yield(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 01/10/2025, Common starting date is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Investment Calculator – 01/13/2025 20:14:20 |
2.07%
Apr 2021 – Apr 2024 |
4.47%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Investment Calculator – 01/13/2025 20:14:20 |
16.91%
Dec 2018 – Dec 2021 |
12.23%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart