Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Starners G3 Strategic Asset Allocation – Optimal Moderate | NA | 12.59% | -1.63% | 1.15% | 2.04% | 3.14% | 3.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Starners G3 Strategic Asset Allocation – Optimal 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 (%) | -0.48 | 12.59 | -1.63 | 1.15 | 2.04 | 3.14 | 3.54 | … | … | -0.56 | 1.87 | 5.86 | -13.42 | -0.27 | 11.20 | 10.70 | -2.33 | 4.33 | 4.61 | -1.26 | 5.64 | -4.94 | 8.24 | 7.79 | 9.70 | 14.38 | -3.11 | 8.58 | 3.05 | 1.95 | 6.01 | 6.15 | 10.35 | 8.08 |
| Sharpe Ratio | NA | -0.81 | -0.87 | -0.32 | 0.03 | NA | NA | … | … | -0.34 | -0.88 | 0.22 | -1.90 | -0.07 | 2.05 | 2.70 | -0.87 | 1.16 | 1.07 | -0.28 | 1.67 | -1.02 | 2.54 | 1.63 | 1.94 | 2.17 | -0.54 | 1.12 | -0.06 | -0.05 | 0.90 | 0.83 | 1.65 | 0.89 |
| Standard Deviation(%) | NA | 5.33 | 6.88 | 6.11 | 5.14 | NA | NA | … | … | 1.84 | 5.38 | 7.23 | 7.80 | 3.98 | 5.36 | 3.44 | 4.20 | 3.19 | 4.10 | 4.56 | 3.36 | 4.87 | 3.23 | 4.75 | 4.96 | 6.60 | 7.48 | 4.98 | 3.98 | 4.31 | 5.65 | 6.57 | 5.59 | 6.49 |
| Draw Down(%) | NA | 5.33 | 16.15 | 18.28 | 18.28 | NA | NA | … | … | 0.56 | 4.97 | 7.30 | 17.05 | 3.57 | 9.25 | 1.90 | 4.84 | 2.23 | 5.05 | 5.06 | 2.09 | 8.29 | 1.91 | 2.82 | 5.49 | 4.36 | 15.34 | 3.16 | 3.25 | 3.55 | 6.18 | 7.17 | 3.99 | 4.68 |
| Yield(%) | NA | 3.57 | 3.52 | 3.15 | 2.73 | NA | NA | … | … | NA | 1.30 | 2.89 | 3.28 | 3.43 | 2.46 | 2.84 | 2.21 | 0.46 | 3.32 | 2.47 | 3.31 | 3.26 | 4.70 | 4.75 | 3.70 | 3.78 | 4.83 | 5.18 | 4.58 | 5.09 | 5.32 | 5.92 | 4.01 | 6.61 |
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 |
|---|---|---|---|---|
| Starners G3 Strategic Asset Allocation – Optimal Moderate |
-4.63%
Oct 2020 – Oct 2023 |
0.08%
Oct 2017 – Oct 2022 |
0.94%
Oct 2012 – Oct 2022 |
2.91%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Starners G3 Strategic Asset Allocation – Optimal Moderate |
13.78%
Oct 2008 – Oct 2011 |
9.14%
Oct 2008 – Oct 2013 |
6.62%
Mar 2002 – Mar 2012 |
5.51%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart