Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Tactical Asset Allocation Moderate | 7.14% | 22.13% | 13.58% | 8.75% | 9.60% | 6.90% | 7.85% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Winn-Dixie Distribution Centers Stores 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 (%) | 0.75 | 22.13 | 13.58 | 8.75 | 9.60 | 6.90 | 7.85 | … | … | 7.14 | 15.88 | 7.91 | 11.24 | -8.36 | 14.75 | 8.91 | 15.35 | -4.14 | 18.48 | 7.00 | -4.25 | 3.26 | 9.41 | 15.60 | -8.54 | 8.63 | 46.08 | -30.79 | 29.36 | 24.14 | 16.59 | 20.30 | 31.92 | -5.57 | 1.44 |
| Sharpe Ratio | NA | 2.79 | 1.23 | 0.66 | 0.83 | NA | NA | … | … | 0.54 | 1.55 | 0.54 | 1.29 | -1.01 | 1.68 | 0.61 | 2.57 | -0.62 | 3.97 | 0.70 | -0.44 | 0.47 | 1.29 | 1.77 | -0.57 | 0.76 | 3.02 | -1.59 | 1.92 | 1.96 | 1.92 | 2.39 | 4.78 | -0.86 | -0.13 |
| Standard Deviation(%) | NA | 7.94 | 8.05 | 8.47 | 8.69 | NA | NA | … | … | 10.63 | 8.41 | 7.91 | 5.87 | 9.72 | 8.75 | 14.21 | 5.40 | 8.84 | 4.49 | 9.65 | 9.68 | 6.86 | 7.26 | 8.76 | 14.94 | 11.30 | 15.22 | 19.94 | 13.67 | 10.60 | 7.47 | 8.07 | 6.53 | 7.77 | 7.79 |
| Draw Down(%) | NA | 7.75 | 12.95 | 14.71 | 21.43 | NA | NA | … | … | 7.75 | 11.18 | 5.48 | 5.09 | 14.71 | 3.09 | 21.43 | 3.75 | 11.98 | 1.59 | 7.82 | 12.49 | 6.38 | 7.59 | 8.31 | 18.51 | 10.04 | 11.92 | 40.21 | 10.62 | 15.31 | 7.10 | 9.49 | 5.56 | 15.90 | 9.11 |
| Yield(%) | NA | 4.25 | 6.49 | 5.86 | 5.24 | NA | NA | … | … | NA | NA | 1.19 | 4.42 | 4.03 | 10.74 | 5.58 | 6.94 | 5.57 | 4.28 | 3.65 | 4.44 | 3.70 | 2.67 | 4.53 | 2.60 | 4.98 | 6.09 | 8.56 | 5.38 | 4.41 | 4.29 | 2.81 | 2.53 | 3.40 | 6.09 |
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 |
|---|---|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Tactical Asset Allocation Moderate |
-0.74%
Feb 2006 – Feb 2009 |
1.57%
Oct 2007 – Oct 2012 |
3.82%
Mar 2010 – Mar 2020 |
4.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Winn-Dixie Distribution Centers Stores Inc, Tactical Asset Allocation Moderate |
28.84%
Oct 2004 – Oct 2007 |
25.63%
Oct 2002 – Oct 2007 |
13.67%
Mar 2003 – Mar 2013 |
11.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart