Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Coghlan Financial Group, LLC Strategic Asset Allocation – Optimal Moderate | NA | 9.67% | 4.29% | 6.56% | 5.65% | 7.98% | NA | … | … |
Data as of 09/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Coghlan Financial Group, LLC Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 9.67 | 4.29 | 6.56 | 5.65 | 7.98 | NA | … | … | 13.13 | 4.28 | -2.24 | 4.52 | 15.24 | 14.57 | -1.07 | 16.36 | 28.81 | -24.16 | 8.58 | 13.32 | 5.03 | 10.39 | 20.60 | -13.22 | 1.36 |
| Sharpe Ratio | NA | 3.61 | 0.65 | 1.04 | 0.50 | NA | NA | … | … | 3.58 | 0.51 | -0.29 | 0.76 | 2.43 | 1.92 | -0.08 | 1.55 | 1.76 | -1.16 | 0.66 | 1.38 | 0.47 | 1.41 | 2.06 | -1.02 | -0.09 |
| Standard Deviation(%) | NA | 3.49 | 6.76 | 6.51 | 11.45 | NA | NA | … | … | 3.50 | 7.98 | 7.82 | 5.94 | 6.27 | 7.55 | 13.88 | 10.47 | 16.28 | 21.71 | 8.47 | 7.27 | 6.14 | 6.72 | 9.65 | 13.99 | 10.66 |
| Draw Down(%) | NA | 1.56 | 12.69 | 12.69 | 36.77 | NA | NA | … | … | 1.56 | 7.28 | 8.82 | 4.99 | 5.27 | 6.71 | 14.89 | 8.11 | 18.36 | 34.70 | 5.85 | 5.54 | 4.27 | 5.84 | 9.02 | 23.01 | 13.51 |
| Yield(%) | NA | 1.94 | 2.63 | 2.72 | 3.03 | NA | NA | … | … | 1.87 | 3.77 | 2.23 | 2.51 | 3.13 | 3.40 | 2.67 | 3.45 | 3.32 | 3.55 | 4.90 | 4.15 | 3.61 | 3.86 | 1.33 | 0.88 | 2.59 |
Data as of 09/29/2017, 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 |
|---|---|---|---|---|
| Coghlan Financial Group, LLC Strategic Asset Allocation – Optimal Moderate |
-6.90%
Feb 2006 – Feb 2009 |
-1.43%
Feb 2004 – Feb 2009 |
5.32%
Dec 2001 – Dec 2011 |
5.41%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Coghlan Financial Group, LLC Strategic Asset Allocation – Optimal Moderate |
21.50%
Feb 2009 – Feb 2012 |
17.74%
Feb 2009 – Feb 2014 |
9.09%
Mar 2003 – Mar 2013 |
7.98%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart