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 ETF Portfolio Tactical Asset Allocation Moderate | NA | 24.43% | 0.73% | 6.13% | 3.87% | 5.23% | 6.69% | … | … |
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 ETF 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 (%) | -1.29 | 24.43 | 0.73 | 6.13 | 3.87 | 5.23 | 6.69 | … | … | -0.16 | 8.67 | 11.81 | -18.53 | 16.54 | 13.94 | 5.01 | -6.05 | 13.58 | 5.56 | -7.36 | 0.40 | 12.99 | 7.55 | 5.41 | 9.21 | 19.38 | -5.16 | 17.92 | 13.99 | 11.56 | 6.85 | 15.20 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.28 | -0.28 | 0.26 | 0.21 | NA | NA | … | … | -0.02 | 0.23 | 0.71 | -1.24 | 1.72 | 1.23 | 0.66 | -0.94 | 2.23 | 0.81 | -1.15 | 0.06 | 1.67 | 1.38 | 0.67 | 0.67 | 1.57 | -1.11 | 0.94 | 0.82 | 1.08 | 0.87 | 2.14 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.14 | 12.31 | 11.60 | 9.40 | NA | NA | … | … | 8.80 | 9.21 | 10.67 | 16.05 | 9.60 | 11.14 | 5.50 | 7.83 | 5.81 | 6.64 | 6.41 | 6.70 | 7.77 | 5.44 | 8.03 | 13.62 | 12.29 | 5.50 | 15.90 | 13.14 | 8.73 | 6.82 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.56 | 20.63 | 22.62 | 22.62 | NA | NA | … | … | 0.89 | 5.56 | 10.21 | 22.59 | 4.83 | 14.87 | 3.62 | 12.32 | 2.32 | 4.38 | 10.65 | 7.23 | 6.24 | 3.87 | 7.70 | 9.41 | 5.41 | 6.44 | 10.05 | 15.19 | 5.87 | 6.26 | 2.74 | 0.00 | 0.00 |
| Yield(%) | NA | 3.24 | 3.50 | 2.84 | 2.40 | NA | NA | … | … | NA | 0.97 | 2.91 | 3.55 | 3.11 | 1.39 | 2.51 | 2.14 | 0.79 | 2.99 | 1.40 | 2.28 | 1.66 | 1.63 | 2.04 | 2.27 | 1.76 | 2.38 | 2.48 | 2.28 | 2.69 | 1.60 | 0.81 | 1.11 | 2.31 |
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 ETF Portfolio Tactical Asset Allocation Moderate |
-0.61%
Dec 2013 – Dec 2016 |
0.56%
Aug 2014 – Aug 2019 |
1.77%
Oct 2013 – Oct 2023 |
3.95%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alexander Green`s Gone Fishin ETF Portfolio Tactical Asset Allocation Moderate |
18.68%
Oct 2004 – Oct 2007 |
14.25%
Oct 2002 – Oct 2007 |
10.65%
Apr 2003 – Apr 2013 |
8.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart