Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Tactical Asset Allocation Moderate | NA | 22.47% | 0.91% | 6.13% | 4.26% | 5.60% | 5.92% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Talmud Strategy 3 Core Asset ETFs 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 (%) | -1.51 | 22.47 | 0.91 | 6.13 | 4.26 | 5.60 | 5.92 | … | … | -0.90 | 6.06 | 8.60 | -16.64 | 20.40 | 13.19 | 9.84 | -3.80 | 3.36 | 5.11 | -2.78 | 8.56 | 5.93 | 4.75 | 5.81 | 11.30 | 10.62 | -2.48 | 4.09 | 23.38 | 2.45 | 7.44 | 15.20 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.12 | -0.39 | 0.25 | 0.23 | NA | NA | … | … | -0.09 | -0.06 | 0.38 | -1.21 | 2.23 | 1.18 | 1.88 | -0.92 | 0.94 | 1.06 | -0.51 | 2.15 | 1.17 | 1.01 | 0.69 | 0.87 | 1.19 | -0.92 | 0.11 | 2.11 | 0.03 | 0.86 | 2.14 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.46 | 12.15 | 11.42 | 8.73 | NA | NA | … | … | 10.13 | 9.52 | 11.52 | 14.86 | 9.16 | 11.02 | 4.48 | 5.53 | 2.89 | 4.61 | 5.48 | 3.97 | 5.02 | 4.63 | 8.36 | 12.84 | 8.83 | 3.70 | 10.11 | 9.54 | 9.47 | 7.55 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.63 | 19.88 | 21.16 | 21.16 | NA | NA | … | … | 1.31 | 6.63 | 12.02 | 21.16 | 4.89 | 11.19 | 2.25 | 8.32 | 2.29 | 3.35 | 6.81 | 2.24 | 5.31 | 3.24 | 7.63 | 9.40 | 4.64 | 4.31 | 10.66 | 6.53 | 6.88 | 4.63 | 2.74 | 0.00 | 0.00 |
| Yield(%) | NA | 4.61 | 3.34 | 2.99 | 2.57 | NA | NA | … | … | NA | 1.51 | 4.28 | 2.33 | 2.45 | 1.93 | 3.18 | 1.95 | 0.34 | 3.07 | 2.07 | 3.34 | 1.34 | 2.16 | 2.01 | 3.35 | 3.10 | 2.01 | 2.76 | 4.65 | 4.03 | 2.22 | 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 |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Tactical Asset Allocation Moderate |
-1.35%
Dec 2021 – Dec 2024 |
1.63%
Mar 2015 – Mar 2020 |
2.92%
Oct 2013 – Oct 2023 |
4.40%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset ETFs Tactical Asset Allocation Moderate |
14.39%
Dec 2018 – Dec 2021 |
10.89%
Jan 2002 – Jan 2007 |
8.62%
Apr 2003 – Apr 2013 |
6.73%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart