Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Frank Armstrong Ideal Index Lazy Portfolio Tactical Asset Allocation Moderate | NA | 23.36% | 3.20% | 6.80% | 4.69% | 5.49% | 6.42% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Frank Armstrong Ideal Index Lazy Portfolio Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.19 | 23.36 | 3.20 | 6.80 | 4.69 | 5.49 | 6.42 | … | … | -0.32 | 8.87 | 11.84 | -13.04 | 14.42 | 11.67 | 6.81 | -2.86 | 11.02 | 3.87 | -3.93 | 2.97 | 14.32 | 5.79 | 1.13 | 6.69 | 11.18 | 2.56 | 8.17 | 20.23 | 4.82 | 11.84 | 18.67 | 7.28 | 8.55 |
| Sharpe Ratio | NA | 0.35 | -0.15 | 0.36 | 0.34 | NA | NA | … | … | -0.05 | 0.27 | 0.76 | -1.01 | 1.57 | 1.54 | 1.24 | -0.57 | 2.32 | 0.75 | -0.70 | 0.50 | 1.94 | 1.01 | 0.11 | 0.52 | 1.22 | 0.42 | 0.50 | 2.17 | 0.42 | 1.43 | 3.57 | 1.55 | 1.84 |
| Standard Deviation(%) | NA | 8.26 | 11.11 | 10.12 | 8.13 | NA | NA | … | … | 8.25 | 8.34 | 9.95 | 14.25 | 9.19 | 7.44 | 4.34 | 7.38 | 4.48 | 4.91 | 5.68 | 5.94 | 7.35 | 5.70 | 9.66 | 12.76 | 9.08 | 3.93 | 10.34 | 7.81 | 6.35 | 7.62 | 5.04 | 3.99 | 3.40 |
| Draw Down(%) | NA | 5.11 | 16.11 | 17.56 | 17.56 | NA | NA | … | … | 0.82 | 5.11 | 8.44 | 17.56 | 3.88 | 6.26 | 2.70 | 8.82 | 1.40 | 3.18 | 7.29 | 4.16 | 6.79 | 4.68 | 9.58 | 10.15 | 4.52 | 2.57 | 6.43 | 6.28 | 4.07 | 9.43 | 2.01 | 4.67 | 2.75 |
| Yield(%) | NA | 3.59 | 2.66 | 2.39 | 2.09 | NA | NA | … | … | NA | 1.00 | 3.65 | 1.90 | 1.47 | 1.77 | 2.73 | 2.04 | 0.37 | 2.02 | 2.10 | 2.14 | 1.71 | 2.50 | 1.87 | 2.51 | 3.40 | 3.46 | 2.97 | 3.90 | 3.60 | 3.11 | 3.78 | 4.21 | 7.11 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Frank Armstrong Ideal Index Lazy Portfolio Tactical Asset Allocation Moderate |
0.84%
Oct 2013 – Oct 2016 |
1.93%
Feb 2015 – Feb 2020 |
2.95%
Oct 2013 – Oct 2023 |
4.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Frank Armstrong Ideal Index Lazy Portfolio Tactical Asset Allocation Moderate |
14.43%
Oct 2004 – Oct 2007 |
13.56%
Oct 2002 – Oct 2007 |
10.38%
Apr 2001 – Apr 2011 |
8.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart