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 Strategic Asset Allocation – Optimal Moderate | NA | 24.34% | 0.38% | 4.84% | 4.52% | 6.11% | 5.78% | … | … |
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 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 (%) | -1.21 | 24.34 | 0.38 | 4.84 | 4.52 | 6.11 | 5.78 | … | … | -0.10 | 4.69 | 10.96 | -15.39 | 5.20 | 13.87 | 17.57 | -7.77 | 11.03 | 6.10 | -1.63 | 4.48 | 9.81 | 12.72 | -0.50 | 15.06 | 28.89 | -27.07 | 6.88 | 14.29 | 8.90 | 13.98 | 24.05 | -3.66 | 3.70 |
| Sharpe Ratio | NA | -0.15 | -0.42 | 0.06 | 0.23 | NA | NA | … | … | -0.02 | -0.22 | 0.78 | -1.27 | 0.60 | 0.74 | 2.60 | -0.92 | 2.61 | 0.70 | -0.20 | 0.74 | 1.37 | 1.64 | -0.04 | 1.28 | 1.45 | -1.17 | 0.38 | 1.43 | 1.10 | 1.71 | 2.89 | -0.53 | 0.16 |
| Standard Deviation(%) | NA | 8.60 | 10.40 | 12.18 | 10.15 | NA | NA | … | … | 6.21 | 8.65 | 8.61 | 13.23 | 8.59 | 18.51 | 6.23 | 9.89 | 3.98 | 8.39 | 8.25 | 6.01 | 7.14 | 7.73 | 14.41 | 11.71 | 19.84 | 23.88 | 10.12 | 7.71 | 6.14 | 7.64 | 8.08 | 8.98 | 8.42 |
| Draw Down(%) | NA | 8.07 | 21.74 | 24.40 | 24.40 | NA | NA | … | … | 0.60 | 7.91 | 9.62 | 22.00 | 6.31 | 23.20 | 3.14 | 13.36 | 1.76 | 7.53 | 10.09 | 5.44 | 7.61 | 6.56 | 14.55 | 8.90 | 20.79 | 39.69 | 7.74 | 8.62 | 4.71 | 7.52 | 7.65 | 15.98 | 11.90 |
| Yield(%) | NA | 4.50 | 3.57 | 3.40 | 3.18 | NA | NA | … | … | NA | 0.76 | 4.39 | 3.33 | 2.31 | 4.02 | 2.21 | 5.00 | 0.28 | 2.30 | 3.98 | 3.37 | 1.70 | 2.33 | 2.48 | 2.06 | 3.14 | 5.51 | 8.23 | 7.03 | 4.83 | 5.10 | 2.70 | 3.77 | 6.55 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.52%
Feb 2006 – Feb 2009 |
-1.77%
Feb 2004 – Feb 2009 |
2.83%
Oct 2013 – Oct 2023 |
3.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMOLIN LUPIN and CO. SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation – Optimal Moderate |
22.69%
Feb 2009 – Feb 2012 |
16.69%
Feb 2009 – Feb 2014 |
9.82%
Feb 2009 – Feb 2019 |
8.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart