Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Six Core Asset CEFs Tactical Asset Allocation Moderate | NA | 26.58% | 2.54% | 6.54% | 4.10% | 5.21% | 7.23% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset CEFs 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 (%) | -1.23 | 26.58 | 2.54 | 6.54 | 4.10 | 5.21 | 7.23 | … | … | 0.38 | 10.89 | 9.46 | -15.03 | 18.37 | 8.52 | 5.94 | -8.39 | 14.50 | 0.78 | -1.70 | 0.53 | 7.92 | 9.23 | -3.31 | 13.48 | 35.07 | -4.92 | 14.21 | 15.93 | 12.88 | 10.38 | 29.20 | 18.45 | 1.77 |
| Sharpe Ratio | NA | 0.54 | -0.21 | 0.31 | 0.27 | NA | NA | … | … | 0.06 | 0.52 | 0.56 | -1.07 | 2.02 | 0.99 | 0.82 | -1.29 | 2.27 | 0.09 | -0.34 | 0.07 | 0.95 | 1.05 | -0.23 | 0.76 | 2.14 | -0.40 | 0.68 | 0.87 | 1.01 | 0.71 | 2.92 | 1.82 | -0.08 |
| Standard Deviation(%) | NA | 8.10 | 11.41 | 10.42 | 8.59 | NA | NA | … | … | 5.06 | 8.34 | 9.38 | 15.34 | 9.06 | 8.38 | 5.52 | 7.52 | 6.12 | 6.53 | 5.15 | 7.07 | 8.31 | 8.70 | 14.66 | 17.51 | 16.36 | 14.47 | 16.38 | 14.50 | 10.56 | 13.24 | 9.76 | 9.53 | 6.66 |
| Draw Down(%) | NA | 6.00 | 18.71 | 19.85 | 19.85 | NA | NA | … | … | 0.38 | 6.00 | 11.53 | 19.85 | 4.52 | 9.92 | 3.39 | 13.34 | 4.14 | 6.49 | 5.90 | 8.22 | 8.66 | 7.65 | 13.30 | 14.11 | 8.91 | 18.71 | 13.39 | 13.58 | 7.69 | 17.20 | 3.91 | 7.67 | 4.96 |
| Yield(%) | NA | 5.75 | 5.05 | 3.52 | 2.75 | NA | NA | … | … | NA | 1.89 | 6.02 | 4.22 | 3.25 | 1.08 | 0.72 | 0.76 | 0.84 | 2.52 | 1.99 | 4.88 | 6.27 | 5.36 | 3.63 | 2.69 | 3.15 | 1.00 | 5.54 | 10.36 | 7.90 | 3.15 | 4.54 | 3.85 | 4.11 |
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 |
|---|---|---|---|---|
| Six Core Asset CEFs Tactical Asset Allocation Moderate |
-2.27%
Oct 2017 – Oct 2020 |
0.14%
Sep 2017 – Sep 2022 |
1.66%
Oct 2013 – Oct 2023 |
4.36%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset CEFs Tactical Asset Allocation Moderate |
19.98%
Jan 2003 – Jan 2006 |
17.29%
Oct 2002 – Oct 2007 |
14.65%
Apr 2001 – Apr 2011 |
10.24%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart