Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Larry Swedroe Simple Portfolio | 2.53% | 7.22% | 4.71% | 7.76% | 5.65% | 7.05% | NA | 6.22% |
Data as of 06/04/2025, AR inception is 08/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Larry Swedroe Simple Portfolio | 08/05/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 7.22 | 4.71 | 7.76 | 5.65 | 7.05 | NA | 6.22 | 2.53 | 7.01 | 10.32 | -10.63 | 14.87 | 8.15 | 16.90 | -6.76 | 11.57 | 12.44 | -3.87 | 4.32 | 14.64 | 12.95 | 1.86 | 13.09 | 19.33 | -22.92 | 5.65 | 13.35 | 3.91 |
| Sharpe Ratio | NA | 0.34 | 0.12 | 0.50 | 0.37 | NA | NA | 0.39 | 0.09 | 0.38 | 0.68 | -0.85 | 1.47 | 0.38 | 2.10 | -0.91 | 2.09 | 1.29 | -0.43 | 0.62 | 1.74 | 1.46 | 0.11 | 0.99 | 1.12 | -1.03 | 0.23 | 1.10 | 0.40 |
| Standard Deviation(%) | NA | 11.47 | 11.51 | 11.53 | 11.42 | NA | NA | 12.33 | 14.04 | 8.99 | 9.75 | 14.21 | 10.12 | 20.85 | 7.33 | 8.91 | 5.23 | 9.48 | 8.99 | 6.91 | 8.38 | 8.82 | 16.03 | 13.08 | 17.22 | 23.18 | 10.96 | 9.07 | 7.20 |
| Draw Down(%) | NA | 10.97 | 13.22 | 19.05 | 26.24 | NA | NA | 38.16 | 10.30 | 4.76 | 9.17 | 18.26 | 5.20 | 26.24 | 3.85 | 12.93 | 1.98 | 6.22 | 10.07 | 5.91 | 7.04 | 6.63 | 14.34 | 10.49 | 17.80 | 34.70 | 7.09 | 8.07 | 4.38 |
| Yield(%) | NA | 2.65 | 2.89 | 2.80 | 2.39 | NA | NA | 0.00 | 0.25 | 2.61 | 2.76 | 3.63 | 3.28 | 1.61 | 2.42 | 2.28 | 2.12 | 1.91 | 1.30 | 2.03 | 1.72 | 2.32 | 2.93 | 2.19 | 3.18 | 3.57 | 3.13 | 2.69 | 1.61 |
Data as of 06/04/2025, AR inception is 08/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Larry Swedroe Simple Portfolio |
-8.35%
Feb 2006 - Feb 2009 |
1.04%
Mar 2015 - Mar 2020 |
4.32%
Oct 2013 - Oct 2023 |
4.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Larry Swedroe Simple Portfolio |
19.02%
Feb 2009 - Feb 2012 |
15.76%
Feb 2009 - Feb 2014 |
9.98%
Feb 2009 - Feb 2019 |
8.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart