Last Month | 3M Return | 1 Yr Return | 3 Yrs Ave. Return | 5 Yrs Ave. Return | Since Inc. Ave. Return | 1 Yr Std. Dev. (annual) | 3 Yrs Std. Dev. (annual) | Since Inc. Std. Dev. (annual) | 1 Yr Max Drawdown | 3 Yrs Max Drawdown | Since Inc. Max Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash Plus Portfolio | 0.34% | 1.26% | 5.52% | 4.40% | 2.89% | 2.55% | 0.31% | 0.66% | 0.76% | 0.00% | -0.14% | -1.06% | |
Short Term Portfolio | 0.27% | 1.36% | 6.07% | 4.76% | 3.40% | 2.88% | 0.47% | 1.17% | 1.33% | 0.00% | -1.00% | -2.64% | |
Mid Term Portfolio | -0.03% | 1.76% | 7.65% | 4.74% | 5.99% | 3.94% | 4.73% | 4.67% | 4.93% | -1.44% | -5.04% | -11.93% | |
Wealth Protector Portfolio | 0.10% | 3.30% | 6.38% | 4.16% | 6.13% | 3.83% | 6.60% | 5.83% | 5.31% | -2.55% | -6.29% | -12.02% | |
Wealth Builder Portfolio | -0.69% | 2.46% | 4.55% | 2.40% | 7.61% | 5.46% | 8.82% | 7.84% | 8.13% | -4.13% | -9.61% | -17.74% |
Total Return Cumulative | 30.00% | Winning Months | 88.00% | Correlation vs. Short Term Portfolio | 0.83 |
Total Return Annualized | 30.00% | Losing Months | 12.00% | Correlation vs. Mid Term Portfolio | 0.51 |
Best Years | 5.75% | Consecutive Winning Months | 29 | Correlation vs. Wealth Protector Portfolio | 0.46 |
Worst Years | 0.42% | Consecutive Losing Months | 5 | Correlation vs. Wealth Builder Portfolio | 0.43 |
Average Winning Years | 2.22% | 1 Year Returns | 5.52% | ||
Average Losing Years | Max Drawdown | -1.06% | |||
Winning Years | 100.00% | Standard Deviation Annualized | 0.76% | ||
Losing Years | 0.00% | Sharpe Ratio | 2.68 |
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