Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio | 8.07% | 2.91% | 9.33% | 7.36% | 7.20% | 6.49% | 7.10% | 7.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tyler Golden Butterfly Portfolio | 07/31/2002 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 07/31/2002.
AR inception is since 07/31/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 9.33 | 7.36 | 7.20 | 6.49 | 7.10 | 7.32 | 8.07 | 2.91 | 10.51 | 12.52 | -13.39 | 8.93 | 15.77 | 18.38 | -3.74 | 10.81 | 11.02 | -3.34 | 8.84 | 3.53 | 8.89 | 9.43 | 17.17 | 10.45 | -6.22 | 9.23 | 12.45 | 8.18 | 10.37 | 19.68 | 1.81 |
| Sharpe Ratio | NA | 0.29 | 0.28 | 0.46 | 0.54 | NA | NA | 0.73 | 0.15 | 0.45 | 0.91 | -1.19 | 1.17 | 1.08 | 3.19 | -0.78 | 2.42 | 1.73 | -0.52 | 1.67 | 0.47 | 1.38 | 0.99 | 1.95 | 0.79 | -0.46 | 0.74 | 1.12 | 1.00 | 1.57 | 2.69 | 0.15 |
| Standard Deviation(%) | NA | 10.25 | 10.51 | 9.91 | 8.89 | NA | NA | 8.88 | 12.36 | 8.76 | 9.11 | 12.37 | 7.61 | 14.40 | 5.32 | 6.49 | 4.20 | 6.27 | 6.46 | 5.27 | 7.46 | 6.40 | 9.50 | 8.77 | 13.05 | 15.38 | 8.42 | 8.17 | 6.02 | 6.01 | 7.05 | 9.43 |
| Draw Down(%) | NA | 8.36 | 11.48 | 19.53 | 19.53 | NA | NA | 21.23 | 8.27 | 4.00 | 9.17 | 18.38 | 3.53 | 17.00 | 2.30 | 8.41 | 2.53 | 4.20 | 6.86 | 3.70 | 5.83 | 3.95 | 4.43 | 5.19 | 14.21 | 20.71 | 4.34 | 8.04 | 3.53 | 5.25 | 4.68 | 6.26 |
| Yield(%) | NA | 2.24 | 1.87 | 1.53 | 1.43 | NA | NA | 0.00 | 0.14 | 2.37 | 2.00 | 1.18 | 0.98 | 1.10 | 1.65 | 1.39 | 1.28 | 1.27 | 1.14 | 1.23 | 1.19 | 1.26 | 1.53 | 1.64 | 1.92 | 2.06 | 2.44 | 2.34 | 2.02 | 1.82 | 1.92 | 0.80 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio |
-0.36%
Feb 2006 - Feb 2009 |
3.70%
Feb 2004 - Feb 2009 |
4.58%
Sep 2012 - Sep 2022 |
5.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio |
18.38%
Feb 2009 - Feb 2012 |
13.13%
Feb 2009 - Feb 2014 |
10.31%
Mar 2003 - Mar 2013 |
8.70%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart