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 Original | NA | 9.54% | 7.24% | 8.09% | 5.81% | 7.17% | 6.26% | … | … |
Data as of 06/04/2025, Common starting date is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Frank Armstrong Ideal Index Lazy Portfolio Original | 05/28/1998 | 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 9.54 | 7.24 | 8.09 | 5.81 | 7.17 | 6.26 | … | … | 4.21 | 9.46 | 13.54 | -13.77 | 13.67 | 8.88 | 19.28 | -7.64 | 12.01 | 8.14 | -1.33 | 4.51 | 15.52 | 13.01 | -3.08 | 13.77 | 23.47 | -26.38 | 5.92 | 17.93 | 8.24 | 14.74 | 26.93 | -7.79 | -3.22 | 0.59 | 13.71 | 1.49 |
| Sharpe Ratio | NA | 0.50 | 0.32 | 0.49 | 0.35 | NA | NA | … | … | 0.19 | 0.62 | 0.96 | -0.92 | 1.41 | 0.37 | 2.34 | -0.91 | 2.27 | 0.82 | -0.14 | 0.61 | 1.84 | 1.33 | -0.18 | 0.92 | 1.20 | -1.05 | 0.23 | 1.69 | 0.81 | 1.68 | 2.99 | -0.71 | -0.52 | -0.35 | 1.44 | -0.04 |
| Standard Deviation(%) | NA | 12.56 | 12.48 | 12.38 | 12.47 | NA | NA | … | … | 15.66 | 9.46 | 10.25 | 16.61 | 9.70 | 23.39 | 7.61 | 9.93 | 5.00 | 9.69 | 9.68 | 7.35 | 8.40 | 9.74 | 17.61 | 14.86 | 19.48 | 26.16 | 12.13 | 8.60 | 7.40 | 8.20 | 8.77 | 12.63 | 10.83 | 10.31 | 7.17 | 12.40 |
| Draw Down(%) | NA | 13.02 | 13.30 | 21.38 | 27.62 | NA | NA | … | … | 12.33 | 5.00 | 9.90 | 21.12 | 5.18 | 27.62 | 4.35 | 14.11 | 1.73 | 7.63 | 9.69 | 6.05 | 6.86 | 8.19 | 17.27 | 11.20 | 18.39 | 37.28 | 7.69 | 8.69 | 4.65 | 7.78 | 8.49 | 18.62 | 15.91 | 7.09 | 5.34 | 15.60 |
| Yield(%) | NA | 3.08 | 2.36 | 2.35 | 2.11 | NA | NA | … | … | NA | 0.87 | 2.63 | 1.83 | 1.99 | 1.97 | 2.75 | 1.78 | 0.36 | 2.84 | 2.26 | 2.27 | 2.26 | 2.64 | 2.31 | 2.15 | 3.07 | 2.63 | 3.23 | 3.13 | 2.82 | 2.65 | 3.18 | 3.28 | 4.28 | 4.20 | 4.62 | 2.88 |
Data as of 06/04/2025, Common starting date is 05/28/1998
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 Original |
-8.57%
Feb 2006 – Feb 2009 |
-0.86%
Feb 2004 – Feb 2009 |
2.82%
Feb 1999 – Feb 2009 |
3.73%
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 Original |
20.30%
Mar 2003 – Mar 2006 |
16.01%
Sep 2002 – Sep 2007 |
9.87%
Feb 2009 – Feb 2019 |
8.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart