Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aronson Family Taxable Lazy Portfolio Asset Allocation Composite Moderate | 4.88% | 18.65% | 11.86% | 5.53% | 7.69% | 6.07% | 5.98% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aronson Family Taxable Lazy Portfolio 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 (%) | 0.11 | 18.65 | 11.86 | 5.53 | 7.69 | 6.07 | 5.98 | … | … | 4.88 | 14.42 | 8.41 | 11.18 | -12.24 | 8.16 | 14.36 | 15.49 | -4.51 | 11.23 | 6.03 | -4.09 | 3.46 | 16.48 | 9.27 | -3.11 | 7.84 | 10.23 | -2.91 | 5.31 | 10.16 | 9.55 | 10.85 | 22.19 | -2.03 | 2.31 |
| Sharpe Ratio | NA | 2.10 | 1.05 | 0.37 | 0.68 | NA | NA | … | … | 0.44 | 1.22 | 0.66 | 1.01 | -1.44 | 0.85 | 1.48 | 1.88 | -0.62 | 2.23 | 0.81 | -0.51 | 0.50 | 2.14 | 1.18 | -0.21 | 0.83 | 1.09 | -0.91 | 0.22 | 0.83 | 1.04 | 1.20 | 2.90 | -0.72 | -2.43 |
| Standard Deviation(%) | NA | 8.07 | 8.35 | 8.56 | 8.43 | NA | NA | … | … | 10.35 | 9.48 | 7.30 | 7.42 | 9.52 | 9.53 | 9.53 | 7.45 | 9.47 | 4.74 | 7.16 | 8.09 | 6.88 | 7.67 | 7.82 | 15.04 | 9.38 | 9.25 | 4.25 | 9.92 | 8.13 | 7.02 | 8.25 | 7.41 | 4.42 | 0.05 |
| Draw Down(%) | NA | 6.39 | 10.24 | 13.66 | 13.66 | NA | NA | … | … | 6.39 | 10.02 | 4.91 | 6.36 | 13.17 | 5.50 | 7.16 | 4.23 | 12.02 | 1.76 | 4.39 | 8.89 | 4.82 | 5.08 | 6.88 | 14.16 | 8.49 | 5.12 | 6.88 | 6.29 | 9.27 | 4.66 | 7.66 | 3.06 | 5.95 | 0.00 |
| Yield(%) | NA | 3.48 | 2.43 | 1.96 | 1.63 | NA | NA | … | … | NA | NA | 0.91 | 3.47 | 1.86 | 1.05 | 0.89 | 1.91 | 1.56 | 1.46 | 1.40 | 0.85 | 0.98 | 0.87 | 1.79 | 0.93 | 0.88 | 0.85 | 0.79 | 2.28 | 2.22 | 1.50 | 1.39 | 1.11 | 1.12 | 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 |
|---|---|---|---|---|
| Aronson Family Taxable Lazy Portfolio Asset Allocation Composite Moderate |
0.95%
Apr 2021 – Apr 2024 |
2.25%
Dec 2013 – Dec 2018 |
3.87%
Oct 2013 – Oct 2023 |
4.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aronson Family Taxable Lazy Portfolio Asset Allocation Composite Moderate |
16.83%
Apr 2003 – Apr 2006 |
12.52%
Oct 2002 – Oct 2007 |
8.49%
Apr 2003 – Apr 2013 |
7.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart