Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Belle Meade Animal Hospital Simple IRA Tactical Asset Allocation Moderate | NA | 5.13% | 9.81% | 8.67% | 6.35% | 7.75% | 9.22% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Belle Meade Animal Hospital Simple IRA Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 5.13 | 9.81 | 8.67 | 6.35 | 7.75 | 9.22 | … | … | -4.12 | 12.05 | 9.91 | 17.36 | -2.86 | 12.84 | 5.54 | -5.43 | 0.01 | 11.56 | 11.91 | 2.26 | 15.30 | 22.83 | -4.05 | 18.52 | 13.12 | 13.51 | 11.45 | 22.98 | 6.32 | 5.17 |
| Sharpe Ratio | NA | 0.05 | 0.76 | 0.80 | 0.76 | NA | NA | … | … | -0.45 | 1.23 | 0.75 | 3.08 | -0.50 | 2.49 | 0.99 | -0.97 | 0.00 | 1.66 | 2.67 | 0.30 | 1.47 | 2.06 | -0.87 | 1.28 | 1.02 | 1.58 | 1.20 | 4.39 | 1.27 | 0.78 |
| Standard Deviation(%) | NA | 8.62 | 10.12 | 8.96 | 7.50 | NA | NA | … | … | 9.36 | 9.78 | 12.83 | 5.18 | 8.38 | 4.91 | 5.41 | 5.61 | 5.49 | 6.94 | 4.44 | 7.48 | 10.35 | 11.05 | 5.70 | 12.12 | 9.65 | 7.16 | 8.74 | 5.07 | 4.09 | 3.66 |
| Draw Down(%) | NA | 7.11 | 18.57 | 18.57 | 18.57 | NA | NA | … | … | 6.21 | 5.53 | 18.57 | 2.47 | 10.75 | 2.13 | 5.57 | 8.19 | 6.01 | 6.78 | 3.46 | 5.77 | 7.23 | 6.24 | 6.70 | 11.13 | 14.15 | 6.35 | 11.91 | 3.94 | 4.08 | 2.78 |
| Yield(%) | NA | 6.88 | 5.38 | 5.50 | 4.93 | NA | NA | … | … | 0.89 | 6.73 | 4.63 | 4.33 | 7.59 | 3.92 | 3.91 | 3.48 | 4.13 | 7.54 | 3.36 | 3.02 | 4.17 | 4.06 | 3.02 | 3.27 | 3.65 | 3.31 | 3.01 | 4.46 | 5.82 | 5.78 |
Data as of 01/31/2022, 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 |
|---|---|---|---|---|
| Belle Meade Animal Hospital Simple IRA Tactical Asset Allocation Moderate |
-0.19%
Feb 2014 – Feb 2017 |
1.81%
Dec 2013 – Dec 2018 |
4.41%
Apr 2010 – Apr 2020 |
7.62%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Belle Meade Animal Hospital Simple IRA Tactical Asset Allocation Moderate |
19.20%
Oct 2004 – Oct 2007 |
17.41%
Oct 2002 – Oct 2007 |
12.69%
Jul 2002 – Jul 2012 |
10.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart