Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDEA Tactical Asset Allocation Moderate | NA | 27.17% | 7.12% | 11.83% | 9.60% | 10.24% | 10.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDEA 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 (%) | -1.38 | 27.17 | 7.12 | 11.83 | 9.60 | 10.24 | 10.58 | … | … | 1.07 | 7.58 | 18.35 | -8.94 | 13.65 | 23.76 | 17.27 | -1.77 | 12.53 | 8.77 | 1.92 | 1.17 | 22.65 | 14.16 | 0.84 | 19.49 | 17.79 | -2.71 | 16.56 | 16.66 | 8.13 | 13.31 | 21.79 | 7.30 | 4.42 |
| Sharpe Ratio | NA | 0.27 | 0.16 | 0.57 | 0.62 | NA | NA | … | … | 0.08 | 0.09 | 1.38 | -0.79 | 1.14 | 1.20 | 2.21 | -0.27 | 2.07 | 0.96 | 0.20 | 0.13 | 2.61 | 1.63 | 0.05 | 1.69 | 1.82 | -0.72 | 1.12 | 1.62 | 0.92 | 1.53 | 4.19 | 1.34 | 0.45 |
| Standard Deviation(%) | NA | 11.52 | 11.73 | 13.72 | 11.51 | NA | NA | … | … | 13.07 | 11.61 | 10.21 | 13.14 | 11.91 | 19.63 | 7.18 | 11.35 | 5.75 | 8.93 | 9.62 | 9.25 | 8.66 | 8.64 | 16.87 | 11.46 | 9.72 | 5.03 | 12.08 | 8.29 | 6.47 | 8.11 | 5.03 | 4.62 | 4.66 |
| Draw Down(%) | NA | 8.54 | 14.16 | 22.09 | 22.09 | NA | NA | … | … | 1.02 | 8.54 | 8.15 | 15.59 | 7.47 | 22.09 | 4.93 | 15.60 | 3.06 | 6.37 | 8.21 | 10.76 | 7.03 | 7.22 | 15.71 | 7.34 | 4.47 | 5.68 | 9.84 | 10.43 | 4.82 | 11.50 | 2.19 | 2.39 | 4.43 |
| Yield(%) | NA | 3.84 | 4.60 | 4.57 | 5.15 | NA | NA | … | … | NA | 1.69 | 3.60 | 3.30 | 7.02 | 3.87 | 5.75 | 9.79 | 5.75 | 6.08 | 4.88 | 3.38 | 9.85 | 4.29 | 3.33 | 2.85 | 3.22 | 4.21 | 9.32 | 6.82 | 2.62 | 4.49 | 4.24 | 4.58 | 4.83 |
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 |
|---|---|---|---|---|
| ARDEA Tactical Asset Allocation Moderate |
3.08%
Feb 2014 – Feb 2017 |
4.33%
Mar 2015 – Mar 2020 |
7.25%
Oct 2013 – Oct 2023 |
8.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDEA Tactical Asset Allocation Moderate |
18.15%
Dec 2018 – Dec 2021 |
15.71%
Oct 2002 – Oct 2007 |
13.00%
Apr 2001 – Apr 2011 |
11.59%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart