Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Israelsen 7Twelve Asset Allocation Composite Moderate | 5.16% | 17.53% | 10.44% | 3.74% | 6.52% | 6.04% | 6.84% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Israelsen 7Twelve Asset Allocation Composite 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 (%) | 0.16 | 17.53 | 10.44 | 3.74 | 6.52 | 6.04 | 6.84 | … | … | 5.16 | 15.38 | 3.51 | 4.71 | -14.30 | 9.01 | 11.63 | 19.08 | -4.06 | 11.13 | 10.31 | -3.86 | 7.41 | 11.88 | 12.77 | -0.40 | 9.60 | 15.62 | 3.31 | 4.33 | 13.49 | 5.99 | 9.17 | 17.67 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.48 | 0.67 | 0.07 | 0.49 | NA | NA | … | … | 0.23 | 1.27 | -0.01 | 0.14 | -1.61 | 1.08 | 1.05 | 2.81 | -0.62 | 2.27 | 1.24 | -0.54 | 1.15 | 1.46 | 1.53 | -0.03 | 0.84 | 1.33 | 0.18 | 0.11 | 1.31 | 0.60 | 1.18 | 2.66 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 8.97 | 9.12 | 8.99 | 8.63 | NA | NA | … | … | 11.96 | 9.84 | 8.17 | 7.69 | 9.79 | 8.33 | 10.83 | 6.26 | 8.74 | 4.62 | 8.15 | 7.26 | 6.46 | 8.12 | 8.30 | 17.18 | 11.28 | 11.69 | 12.74 | 10.89 | 7.71 | 6.26 | 6.97 | 6.37 | 0.01 | 0.05 |
| Draw Down(%) | NA | 8.54 | 9.87 | 18.69 | 18.69 | NA | NA | … | … | 8.54 | 8.54 | 5.87 | 7.40 | 14.96 | 3.75 | 14.00 | 2.64 | 11.30 | 1.97 | 6.49 | 9.20 | 4.37 | 7.64 | 5.86 | 16.02 | 7.91 | 5.39 | 13.33 | 6.74 | 6.41 | 3.97 | 4.71 | 2.41 | 0.00 | 0.00 |
| Yield(%) | NA | 3.76 | 2.72 | 2.50 | 2.41 | NA | NA | … | … | NA | NA | 1.12 | 3.26 | 1.99 | 1.84 | 1.93 | 2.81 | 2.43 | 2.34 | 2.17 | 2.21 | 2.48 | 2.37 | 3.38 | 2.37 | 2.76 | 2.97 | 4.29 | 3.48 | 3.41 | 2.66 | 1.42 | 1.30 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| Israelsen 7Twelve Asset Allocation Composite Moderate |
-2.43%
Dec 2021 – Dec 2024 |
2.48%
Dec 2019 – Dec 2024 |
3.92%
Oct 2013 – Oct 2023 |
5.24%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Israelsen 7Twelve Asset Allocation Composite Moderate |
13.17%
May 2008 – May 2011 |
11.47%
Oct 2008 – Oct 2013 |
9.71%
Apr 2003 – Apr 2013 |
8.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart