Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ted Aronson Family Taxable Portfolio | -0.09% | 17.33% | 12.50% | 5.96% | 9.25% | 7.92% | 7.44% | … | … |
Data as of 03/31/2026, Common starting date is 07/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ted Aronson Family Taxable Portfolio | 07/17/2001 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 17.33 | 12.50 | 5.96 | 9.25 | 7.92 | 7.44 | … | … | -0.09 | 17.01 | 9.77 | 17.00 | -16.36 | 10.21 | 17.93 | 23.52 | -8.96 | 18.67 | 13.75 | -2.99 | 5.13 | 15.51 | 15.48 | -3.67 | 16.61 | 35.17 | -33.06 | 12.55 | 16.00 | 13.77 | 16.79 | 35.42 | -9.07 | -1.74 |
| Sharpe Ratio | NA | 1.59 | 1.02 | 0.33 | 0.63 | NA | NA | … | … | 0.54 | 1.11 | 0.59 | 1.25 | -1.02 | 0.93 | 0.75 | 2.38 | -0.87 | 3.23 | 1.16 | -0.26 | 0.60 | 1.59 | 1.41 | -0.20 | 1.10 | 1.54 | -1.13 | 0.66 | 1.16 | 1.37 | 1.61 | 3.36 | -0.75 | -0.17 |
| Standard Deviation(%) | NA | 11.67 | 11.86 | 12.88 | 13.30 | NA | NA | … | … | 14.43 | 12.76 | 10.37 | 10.66 | 17.45 | 10.95 | 23.47 | 9.27 | 11.88 | 5.58 | 11.67 | 11.68 | 8.47 | 9.72 | 10.95 | 18.51 | 15.00 | 22.74 | 30.00 | 14.35 | 10.82 | 8.40 | 9.84 | 10.34 | 13.55 | 14.99 |
| Draw Down(%) | NA | 8.78 | 14.16 | 25.39 | 27.79 | NA | NA | … | … | 8.78 | 13.16 | 6.59 | 10.59 | 23.85 | 5.33 | 27.79 | 5.16 | 17.26 | 1.89 | 9.28 | 14.29 | 7.33 | 8.91 | 9.56 | 17.85 | 11.71 | 21.93 | 44.50 | 9.57 | 12.97 | 6.47 | 10.86 | 8.89 | 21.65 | 16.39 |
| Yield(%) | NA | 5.27 | 3.78 | 3.63 | 3.30 | NA | NA | … | … | NA | NA | NA | 2.79 | 4.27 | 2.61 | 3.03 | 4.40 | 2.29 | 0.68 | 6.63 | 2.98 | 2.64 | 2.40 | 2.95 | 2.68 | 2.60 | 2.89 | 2.54 | 2.85 | 2.51 | 2.66 | 2.62 | 2.74 | 2.17 | 1.44 |
Data as of 03/31/2026, Common starting date is 07/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ted Aronson Family Taxable Portfolio |
-10.78%
Feb 2006 – Feb 2009 |
-1.08%
Feb 2004 – Feb 2009 |
5.03%
Jan 2006 – Jan 2016 |
4.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ted Aronson Family Taxable Portfolio |
25.62%
Mar 2003 – Mar 2006 |
20.41%
Oct 2002 – Oct 2007 |
12.58%
Feb 2009 – Feb 2019 |
11.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart