Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wasik Nano Plan Tactical Asset Allocation Moderate | NA | 3.75% | 3.12% | 10.11% | 6.84% | 8.31% | 9.23% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wasik Nano Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.51 | 3.75 | 3.12 | 10.11 | 6.84 | 8.31 | 9.23 | … | … | -0.45 | 12.78 | 12.73 | -15.59 | 20.42 | 13.52 | 18.44 | -3.22 | 12.40 | 9.15 | -0.97 | 7.01 | 13.49 | 12.78 | 7.30 | 17.22 | 13.14 | 7.62 | 7.43 | 20.08 | 5.42 | 13.91 | 12.07 | -9.84 | 2.31 |
| Sharpe Ratio | NA | 0.26 | 0.30 | 0.62 | 0.55 | NA | NA | … | … | -0.13 | 1.07 | 1.15 | -1.22 | 2.25 | 0.64 | 2.68 | -0.50 | 2.80 | 1.11 | -0.11 | 1.01 | 1.86 | 1.72 | 0.51 | 1.34 | 1.06 | 0.84 | 0.44 | 2.09 | 0.42 | 1.60 | 1.26 | -1.13 | -2.43 |
| Standard Deviation(%) | NA | 10.91 | 10.35 | 10.68 | 10.85 | NA | NA | … | … | 13.21 | 8.56 | 7.90 | 13.97 | 9.05 | 20.72 | 6.32 | 9.24 | 4.20 | 8.02 | 9.15 | 6.93 | 7.22 | 7.40 | 14.25 | 12.83 | 12.27 | 7.89 | 9.65 | 7.99 | 7.57 | 8.07 | 9.04 | 9.71 | 0.05 |
| Draw Down(%) | NA | 12.86 | 12.86 | 20.04 | 22.52 | NA | NA | … | … | 12.61 | 5.27 | 6.58 | 20.00 | 4.21 | 22.52 | 3.38 | 11.11 | 1.43 | 5.51 | 9.39 | 5.71 | 7.12 | 5.23 | 11.60 | 7.37 | 7.22 | 5.37 | 6.07 | 5.51 | 4.55 | 6.90 | 9.28 | 13.46 | 0.00 |
| Yield(%) | NA | 2.20 | 2.74 | 2.64 | 2.56 | NA | NA | … | … | NA | 1.39 | 2.58 | 2.93 | 3.20 | 1.87 | 3.07 | 2.22 | 2.17 | 2.34 | 2.55 | 2.66 | 1.93 | 2.75 | 3.69 | 2.70 | 4.83 | 6.45 | 3.50 | 4.16 | 4.36 | 3.06 | 1.68 | 1.74 | 2.31 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Wasik Nano Plan Tactical Asset Allocation Moderate |
0.77%
Jul 2001 – Jul 2004 |
3.67%
Mar 2015 – Mar 2020 |
6.19%
Oct 2013 – Oct 2023 |
8.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wasik Nano Plan Tactical Asset Allocation Moderate |
17.42%
Dec 2018 – Dec 2021 |
14.79%
Jun 2009 – Jun 2014 |
12.88%
Apr 2003 – Apr 2013 |
10.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart