Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 19.80% | 2.30% | 8.32% | 6.24% | 7.61% | 9.20% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN 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 (%) | -0.44 | 19.80 | 2.30 | 8.32 | 6.24 | 7.61 | 9.20 | … | … | -0.44 | 4.85 | 11.92 | -14.96 | 19.88 | 17.15 | 19.92 | -9.57 | 9.73 | 4.84 | -0.65 | 1.55 | 16.49 | 14.13 | 1.21 | 14.37 | 30.10 | -1.09 | 14.61 | 17.65 | 11.55 | 13.93 | 20.27 | -0.37 | -1.20 |
| Sharpe Ratio | NA | -0.09 | -0.30 | 0.33 | 0.35 | NA | NA | … | … | -0.06 | -0.16 | 0.93 | -1.19 | 1.91 | 0.92 | 3.18 | -1.19 | 1.65 | 0.41 | -0.08 | 0.21 | 2.25 | 1.91 | 0.08 | 1.28 | 2.65 | -0.28 | 0.99 | 1.55 | 1.42 | 1.53 | 2.87 | -0.28 | -0.50 |
| Standard Deviation(%) | NA | 10.68 | 11.12 | 12.82 | 10.85 | NA | NA | … | … | 9.03 | 10.77 | 8.23 | 13.71 | 10.41 | 18.43 | 5.82 | 9.15 | 5.53 | 11.32 | 8.91 | 7.37 | 7.33 | 7.35 | 14.97 | 11.14 | 11.31 | 7.22 | 11.75 | 9.30 | 6.62 | 8.47 | 6.82 | 5.36 | 7.02 |
| Draw Down(%) | NA | 7.85 | 20.36 | 22.19 | 22.19 | NA | NA | … | … | 1.04 | 7.50 | 7.22 | 22.19 | 4.48 | 21.68 | 2.34 | 15.44 | 3.31 | 9.67 | 8.85 | 7.26 | 6.72 | 4.72 | 14.32 | 8.70 | 4.82 | 8.05 | 10.15 | 11.57 | 5.05 | 11.60 | 6.07 | 6.21 | 10.88 |
| Yield(%) | NA | 6.94 | 5.44 | 4.84 | 4.53 | NA | NA | … | … | NA | 1.04 | 6.97 | 3.84 | 6.12 | 3.49 | 4.70 | 5.66 | 1.28 | 8.95 | 2.24 | 3.49 | 3.96 | 3.03 | 2.83 | 3.03 | 4.85 | 7.79 | 14.05 | 8.70 | 6.20 | 1.68 | 1.63 | 5.38 | 8.00 |
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 |
|---|---|---|---|---|
| SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-0.07%
Dec 2021 – Dec 2024 |
0.97%
Dec 2013 – Dec 2018 |
4.52%
Oct 2013 – Oct 2023 |
6.14%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
18.98%
Dec 2018 – Dec 2021 |
16.75%
Apr 2005 – Apr 2010 |
14.26%
Apr 2003 – Apr 2013 |
11.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart