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 Index Mutual Funds Strategic Asset Allocation – Optimal Moderate | NA | 26.06% | 2.84% | 7.83% | 7.33% | 8.90% | 7.44% | … | … |
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 Index Mutual Funds 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 (%) | -1.13 | 26.06 | 2.84 | 7.83 | 7.33 | 8.90 | 7.44 | … | … | 0.07 | 12.07 | 16.67 | -17.48 | 15.16 | 14.32 | 21.28 | -3.44 | 10.62 | 8.71 | 0.09 | 11.23 | 15.80 | 11.57 | 4.69 | 14.18 | 20.50 | -21.31 | 4.32 | 12.45 | 5.14 | 10.74 | 20.19 | -7.56 | 0.37 |
| Sharpe Ratio | NA | 0.80 | -0.06 | 0.36 | 0.51 | NA | NA | … | … | 0.00 | 0.66 | 1.35 | -1.20 | 1.89 | 0.70 | 3.00 | -0.51 | 2.43 | 1.09 | 0.01 | 1.77 | 2.25 | 1.60 | 0.34 | 1.27 | 1.07 | -0.92 | 0.14 | 1.38 | 0.45 | 1.39 | 2.21 | -0.68 | -0.17 |
| Standard Deviation(%) | NA | 8.19 | 11.59 | 13.26 | 10.77 | NA | NA | … | … | 8.47 | 8.28 | 9.23 | 15.77 | 8.01 | 20.24 | 6.62 | 9.27 | 4.11 | 7.81 | 8.67 | 6.32 | 7.00 | 7.19 | 13.68 | 11.10 | 18.98 | 24.28 | 9.58 | 6.65 | 6.64 | 7.03 | 8.83 | 12.66 | 11.59 |
| Draw Down(%) | NA | 4.64 | 20.75 | 22.90 | 22.90 | NA | NA | … | … | 0.77 | 4.64 | 8.71 | 22.04 | 3.58 | 22.90 | 2.75 | 11.03 | 1.67 | 5.95 | 7.77 | 3.83 | 5.57 | 5.08 | 11.01 | 8.58 | 18.51 | 32.87 | 5.87 | 4.39 | 4.06 | 6.38 | 6.40 | 16.72 | 14.02 |
| Yield(%) | NA | 2.62 | 2.12 | 2.13 | 2.06 | NA | NA | … | … | NA | 0.81 | 2.37 | 1.70 | 1.72 | 2.01 | 2.59 | 1.80 | 0.52 | 2.87 | 2.30 | 2.51 | 2.47 | 2.82 | 2.70 | 2.87 | 3.38 | 3.18 | 3.33 | 3.29 | 3.16 | 3.24 | 3.25 | 3.32 | 3.60 |
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 Index Mutual Funds Strategic Asset Allocation – Optimal Moderate |
-7.80%
Feb 2006 – Feb 2009 |
-1.90%
Feb 2004 – Feb 2009 |
5.44%
Aug 2001 – Aug 2011 |
5.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Talmud Strategy 3 Core Asset Index Mutual Funds Strategic Asset Allocation – Optimal Moderate |
20.42%
Feb 2009 – Feb 2012 |
16.89%
Feb 2009 – Feb 2014 |
11.50%
Feb 2009 – Feb 2019 |
10.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart