Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| John Bogle Late Sixties and Beyond | 4.67% | 11.16% | 8.03% | 8.05% | 7.18% | 8.41% | NA | 6.88% |
Data as of 06/04/2025, AR inception is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| John Bogle Late Sixties and Beyond | 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 (%) | 1.18 | 11.16 | 8.03 | 8.05 | 7.18 | 8.41 | NA | 6.88 | 4.67 | 10.32 | 14.60 | -16.07 | 14.64 | 10.90 | 22.54 | -5.74 | 16.25 | 8.76 | -1.40 | 8.80 | 11.81 | 14.26 | 1.21 | 14.65 | 25.53 | -25.43 | 0.88 |
| Sharpe Ratio | NA | 0.64 | 0.38 | 0.49 | 0.45 | NA | NA | 0.37 | 0.21 | 0.77 | 1.08 | -1.03 | 1.64 | 0.42 | 2.70 | -0.67 | 3.18 | 0.83 | -0.13 | 1.16 | 1.29 | 1.49 | 0.07 | 0.99 | 1.03 | -0.78 | 0.07 |
| Standard Deviation(%) | NA | 12.28 | 12.44 | 12.28 | 12.98 | NA | NA | 15.64 | 15.96 | 8.72 | 10.16 | 16.91 | 8.92 | 25.43 | 7.81 | 10.63 | 4.91 | 10.30 | 10.75 | 7.59 | 9.14 | 9.52 | 18.03 | 14.71 | 24.80 | 33.93 | 12.24 |
| Draw Down(%) | NA | 11.24 | 14.78 | 23.38 | 28.22 | NA | NA | 43.51 | 11.24 | 4.45 | 9.58 | 23.31 | 4.45 | 28.22 | 3.62 | 12.13 | 1.87 | 7.19 | 10.65 | 5.20 | 8.78 | 7.26 | 15.54 | 10.10 | 23.27 | 42.04 | 1.54 |
| Yield(%) | NA | 3.14 | 3.02 | 2.76 | 2.81 | NA | NA | 0.00 | 0.12 | 3.35 | 3.40 | 2.20 | 2.27 | 2.31 | 3.24 | 2.84 | 2.88 | 2.93 | 2.59 | 2.73 | 2.73 | 2.82 | 2.67 | 2.77 | 3.47 | 3.17 | 0.93 |
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 Sixties and Beyond |
1.15%
Sep 2019 - Sep 2022 |
3.28%
Mar 2015 - Mar 2020 |
5.51%
Oct 2013 - Oct 2023 |
5.94%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| John Bogle Late Sixties and Beyond |
23.48%
Feb 2009 - Feb 2012 |
17.99%
Feb 2009 - Feb 2014 |
12.08%
Feb 2009 - Feb 2019 |
10.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart