Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alex Green The Gone Fishin Lazy Portfolio | 7.28% | 18.05% | 13.52% | 6.18% | 8.21% | 7.20% | 6.87% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alex Green The Gone Fishin Lazy Portfolio | 12/31/2000 | 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 (%) | -2.00 | 18.05 | 13.52 | 6.18 | 8.21 | 7.20 | 6.87 | … | … | 7.28 | 16.31 | 7.78 | 14.55 | -14.17 | 12.15 | 12.50 | 20.27 | -8.84 | 16.31 | 11.00 | -3.63 | 3.90 | 12.34 | 13.43 | -3.14 | 16.27 | 34.33 | -31.69 | 9.68 | 16.96 | 11.88 | 15.12 | 32.69 | -5.75 | -1.52 |
| Sharpe Ratio | NA | 1.55 | 1.01 | 0.32 | 0.55 | NA | NA | … | … | 0.51 | 1.26 | 0.46 | 1.11 | -1.00 | 1.27 | 0.55 | 2.37 | -1.04 | 3.12 | 1.01 | -0.36 | 0.52 | 1.40 | 1.30 | -0.18 | 1.12 | 1.58 | -1.21 | 0.51 | 1.41 | 1.27 | 1.67 | 3.68 | -0.63 | -0.79 |
| Standard Deviation(%) | NA | 9.95 | 10.19 | 11.37 | 11.94 | NA | NA | … | … | 12.20 | 10.66 | 9.04 | 9.82 | 15.68 | 9.57 | 22.20 | 7.92 | 9.81 | 5.02 | 10.64 | 10.17 | 7.45 | 8.77 | 10.27 | 17.70 | 14.49 | 21.71 | 26.91 | 12.89 | 9.57 | 7.55 | 8.46 | 8.70 | 10.97 | 5.01 |
| Draw Down(%) | NA | 7.83 | 11.71 | 21.90 | 27.41 | NA | NA | … | … | 7.83 | 11.18 | 5.24 | 9.45 | 21.31 | 4.81 | 27.41 | 4.42 | 15.25 | 2.15 | 7.86 | 12.34 | 6.87 | 8.15 | 9.03 | 17.48 | 11.12 | 20.62 | 43.57 | 8.82 | 10.98 | 5.56 | 9.28 | 7.73 | 19.00 | 8.15 |
| Yield(%) | NA | 3.48 | 3.05 | 2.87 | 2.72 | NA | NA | … | … | NA | NA | 0.76 | 3.28 | 2.76 | 2.76 | 2.15 | 3.09 | 2.66 | 2.57 | 2.93 | 2.40 | 2.71 | 2.54 | 3.31 | 3.22 | 3.20 | 3.52 | 3.67 | 4.08 | 3.60 | 3.24 | 3.20 | 3.52 | 2.94 | 1.49 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| Alex Green The Gone Fishin Lazy Portfolio |
-10.28%
Feb 2006 – Feb 2009 |
-1.16%
Feb 2004 – Feb 2009 |
4.42%
Jan 2006 – Jan 2016 |
4.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alex Green The Gone Fishin Lazy Portfolio |
23.88%
Feb 2009 – Feb 2012 |
18.89%
Oct 2002 – Oct 2007 |
11.11%
Feb 2009 – Feb 2019 |
9.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart