Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alexander Green`s Gone Fishin Portfolio Tactical Asset Allocation Moderate | NA | 21.58% | 1.54% | 6.44% | 5.71% | 7.42% | 8.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alexander Green`s Gone Fishin Portfolio Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.20 | 21.58 | 1.54 | 6.44 | 5.71 | 7.42 | 8.96 | … | … | 0.40 | 6.16 | 14.27 | -17.61 | 16.21 | 11.82 | 18.44 | -7.73 | 12.07 | 7.90 | -2.70 | 3.92 | 15.69 | 14.32 | 3.79 | 12.01 | 20.35 | 1.47 | 16.58 | 14.91 | 15.65 | 16.59 | 20.75 | 5.20 | -1.95 |
| Sharpe Ratio | NA | 0.09 | -0.28 | 0.22 | 0.33 | NA | NA | … | … | 0.04 | -0.05 | 1.19 | -1.32 | 1.71 | 0.58 | 3.04 | -1.07 | 2.30 | 0.87 | -0.30 | 0.52 | 2.21 | 1.75 | 0.25 | 0.96 | 1.99 | 0.08 | 1.15 | 1.19 | 1.77 | 1.76 | 2.91 | 0.84 | -0.81 |
| Standard Deviation(%) | NA | 8.56 | 10.80 | 13.01 | 10.65 | NA | NA | … | … | 7.97 | 8.65 | 8.44 | 14.34 | 9.46 | 20.06 | 5.60 | 8.49 | 4.97 | 8.81 | 9.07 | 7.48 | 7.09 | 8.13 | 15.24 | 12.44 | 10.16 | 7.16 | 11.77 | 9.81 | 7.62 | 8.89 | 6.90 | 4.88 | 5.27 |
| Draw Down(%) | NA | 5.00 | 20.33 | 24.03 | 24.03 | NA | NA | … | … | 0.55 | 5.00 | 8.32 | 22.34 | 4.99 | 24.03 | 2.36 | 12.53 | 1.98 | 6.77 | 10.26 | 7.22 | 6.63 | 5.51 | 13.32 | 9.06 | 5.05 | 5.51 | 7.54 | 11.87 | 5.30 | 12.30 | 4.49 | 5.05 | 7.04 |
| Yield(%) | NA | 2.36 | 2.93 | 2.49 | 2.55 | NA | NA | … | … | NA | 1.45 | 2.25 | 2.58 | 3.37 | 1.46 | 3.02 | 2.50 | 2.92 | 2.13 | 2.06 | 2.76 | 2.17 | 3.51 | 3.32 | 2.70 | 3.26 | 5.30 | 4.54 | 3.68 | 5.10 | 4.18 | 4.82 | 3.10 | 4.63 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alexander Green`s Gone Fishin Portfolio Tactical Asset Allocation Moderate |
-0.01%
Dec 2021 – Dec 2024 |
1.16%
Mar 2015 – Mar 2020 |
4.02%
Oct 2013 – Oct 2023 |
6.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alexander Green`s Gone Fishin Portfolio Tactical Asset Allocation Moderate |
21.24%
Apr 2003 – Apr 2006 |
18.21%
Mar 2003 – Mar 2008 |
14.72%
Apr 2003 – Apr 2013 |
11.53%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart