Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGISTICS MANAGEMENT INC Tactical Asset Allocation Moderate | 3.43% | 16.42% | 8.57% | 3.96% | 7.00% | 6.03% | 7.27% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGISTICS MANAGEMENT INC Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.30 | 16.42 | 8.57 | 3.96 | 7.00 | 6.03 | 7.27 | … | … | 3.43 | 10.73 | 3.53 | 10.23 | -15.41 | 14.65 | 17.12 | 14.90 | -2.96 | 13.89 | 5.34 | -4.48 | 7.36 | 12.21 | 8.21 | 0.93 | 16.89 | 16.14 | 4.14 | 6.55 | 11.74 | 4.98 | 11.45 | 21.42 | 6.48 | 7.17 |
| Sharpe Ratio | NA | 1.80 | 0.51 | 0.11 | 0.60 | NA | NA | … | … | 0.29 | 0.60 | -0.01 | 0.84 | -1.66 | 1.59 | 1.81 | 2.62 | -0.57 | 2.97 | 0.96 | -0.63 | 1.27 | 1.65 | 1.48 | 0.08 | 1.87 | 2.12 | 0.41 | 0.56 | 1.68 | 0.46 | 1.59 | 2.11 | 0.96 | 0.78 |
| Standard Deviation(%) | NA | 9.16 | 10.66 | 10.16 | 8.74 | NA | NA | … | … | 10.24 | 13.12 | 9.79 | 7.86 | 10.12 | 9.18 | 9.32 | 5.12 | 7.64 | 4.45 | 5.36 | 7.15 | 5.79 | 7.36 | 5.52 | 11.29 | 8.99 | 7.58 | 7.77 | 6.12 | 4.96 | 5.97 | 6.57 | 9.83 | 5.57 | 6.08 |
| Draw Down(%) | NA | 6.90 | 16.07 | 16.65 | 16.65 | NA | NA | … | … | 6.90 | 14.61 | 7.94 | 6.56 | 16.27 | 4.57 | 9.75 | 2.34 | 9.03 | 1.59 | 4.29 | 10.15 | 3.68 | 7.53 | 3.93 | 11.12 | 5.37 | 3.96 | 6.13 | 3.63 | 3.17 | 4.12 | 7.69 | 4.64 | 3.94 | 4.68 |
| Yield(%) | NA | 3.39 | 2.63 | 2.52 | 2.50 | NA | NA | … | … | NA | NA | 1.20 | 2.79 | 2.37 | 1.73 | 2.44 | 2.61 | 2.30 | 2.33 | 2.40 | 2.35 | 3.27 | 2.49 | 4.84 | 3.90 | 4.06 | 4.38 | 4.05 | 3.75 | 3.85 | 4.20 | 4.31 | 4.20 | 2.35 | 6.30 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| LOGISTICS MANAGEMENT INC Tactical Asset Allocation Moderate |
-1.55%
Mar 2022 – Mar 2025 |
2.92%
Mar 2021 – Mar 2026 |
4.25%
Mar 2015 – Mar 2025 |
5.51%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGISTICS MANAGEMENT INC Tactical Asset Allocation Moderate |
15.55%
Dec 2018 – Dec 2021 |
12.03%
Mar 2002 – Mar 2007 |
11.26%
Apr 2001 – Apr 2011 |
9.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart