Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| John Bogle Late Thirties to Early Forties | 6.04% | 12.57% | 9.51% | 9.66% | 7.96% | 9.19% | NA | 7.05% |
Data as of 06/04/2025, AR inception is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| John Bogle Late Thirties to Early Forties | 12/19/2007 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 12.57 | 9.51 | 9.66 | 7.96 | 9.19 | NA | 7.05 | 6.04 | 12.04 | 16.87 | -17.17 | 15.24 | 13.22 | 24.17 | -7.50 | 20.43 | 9.26 | -2.48 | 6.97 | 15.62 | 15.92 | -2.40 | 15.19 | 30.95 | -32.68 | 1.26 |
| Sharpe Ratio | NA | 0.63 | 0.44 | 0.54 | 0.43 | NA | NA | 0.33 | 0.25 | 0.84 | 1.17 | -0.96 | 1.42 | 0.45 | 2.36 | -0.68 | 3.32 | 0.71 | -0.19 | 0.74 | 1.46 | 1.32 | -0.11 | 0.86 | 1.11 | -0.83 | 0.08 |
| Standard Deviation(%) | NA | 14.63 | 14.18 | 14.18 | 15.14 | NA | NA | 18.38 | 19.00 | 10.07 | 11.33 | 19.34 | 10.70 | 28.95 | 9.60 | 13.02 | 5.96 | 12.72 | 13.11 | 9.38 | 10.70 | 12.02 | 22.16 | 17.64 | 27.78 | 40.32 | 14.44 |
| Draw Down(%) | NA | 13.46 | 15.67 | 25.04 | 30.93 | NA | NA | 49.41 | 13.46 | 5.88 | 10.57 | 25.04 | 5.04 | 30.93 | 4.94 | 15.69 | 1.79 | 9.10 | 12.92 | 7.06 | 9.13 | 9.76 | 19.41 | 12.59 | 25.34 | 47.73 | 1.69 |
| Yield(%) | NA | 2.70 | 2.64 | 2.51 | 2.58 | NA | NA | 0.00 | 0.06 | 2.88 | 3.00 | 1.99 | 2.26 | 2.13 | 3.10 | 2.55 | 2.71 | 2.75 | 2.44 | 2.62 | 2.60 | 2.75 | 2.44 | 2.47 | 3.13 | 2.61 | 1.07 |
Data as of 06/04/2025, AR inception is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| John Bogle Late Thirties to Early Forties |
1.65%
Apr 2021 - Apr 2024 |
3.04%
Mar 2015 - Mar 2020 |
5.96%
Oct 2013 - Oct 2023 |
5.93%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| John Bogle Late Thirties to Early Forties |
25.11%
Feb 2009 - Feb 2012 |
19.44%
Feb 2009 - Feb 2014 |
12.88%
Feb 2009 - Feb 2019 |
11.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart