Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Richard Ferri Personal Retirement Savings Portfolio | NA | 11.44% | 2.54% | 5.44% | 5.67% | 7.15% | NA | … | … |
Data as of 01/08/2025, Common starting date is 12/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| P Richard Ferri Personal Retirement Savings Portfolio | 12/31/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 11.44 | 2.54 | 5.44 | 5.67 | 7.15 | NA | … | … | -0.07 | 10.74 | 16.39 | -17.71 | 16.67 | 5.48 | 21.33 | -9.95 | 14.67 | 9.36 | -2.68 | 6.55 | 18.89 | 13.47 | -1.14 | 16.89 | 26.81 | -30.34 | 0.00 |
| Sharpe Ratio | NA | 0.47 | -0.12 | 0.18 | 0.29 | NA | NA | … | … | -0.01 | 0.39 | 1.05 | -1.05 | 1.54 | 0.19 | 2.15 | -0.96 | 2.42 | 0.80 | -0.24 | 0.75 | 1.89 | 1.18 | -0.06 | 1.02 | 1.08 | -0.98 | NA |
| Standard Deviation(%) | NA | 10.52 | 13.85 | 16.89 | 13.94 | NA | NA | … | … | 9.27 | 10.59 | 11.55 | 18.16 | 10.84 | 27.03 | 9.28 | 11.73 | 5.81 | 11.50 | 11.50 | 8.68 | 10.00 | 11.37 | 20.36 | 16.45 | 24.74 | 31.97 | NA |
| Draw Down(%) | NA | 5.91 | 23.35 | 30.35 | 30.35 | NA | NA | … | … | 0.92 | 5.91 | 11.31 | 24.21 | 5.46 | 30.35 | 5.15 | 17.15 | 2.05 | 9.13 | 11.32 | 6.53 | 7.37 | 9.11 | 17.83 | 12.58 | 24.33 | 42.65 | 0.00 |
| Yield(%) | NA | 2.57 | 2.16 | 1.81 | 1.52 | NA | NA | … | … | NA | 0.51 | 2.53 | 1.75 | 2.12 | 1.09 | 1.40 | 1.03 | 0.76 | 1.24 | 1.29 | 2.25 | 1.10 | 1.70 | 2.80 | 2.94 | 3.02 | 2.95 | 0.00 |
Data as of 01/08/2025, Common starting date is 12/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Richard Ferri Personal Retirement Savings Portfolio |
-1.65%
Mar 2017 – Mar 2020 |
0.58%
Mar 2015 – Mar 2020 |
4.00%
Oct 2013 – Oct 2023 |
4.99%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Richard Ferri Personal Retirement Savings Portfolio |
24.18%
Feb 2009 – Feb 2012 |
19.40%
Feb 2009 – Feb 2014 |
11.89%
Feb 2009 – Feb 2019 |
9.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart