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 | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Mid Term Portfolio | 2.99% | 3.76% | 10.47% | 7.80% | 6.04% | 4.21% | 5.50% | 4.40% | 5.00% | -2.84% | -2.84% | -11.93% | |
Consumer Price Index +2% | 0.47% | 1.40% | 4.33% | 6.32% | 6.13% | 4.76% | 0.43% | 0.63% | 0.76% | 0.00% | 0.00% | -1.40% |
Total Return Cumulative | 54.71% | Winning Months | 66.93% | Correlation vs. Consumer Price Index +2% | -0.09 |
Total Return Annualized | 54.71% | Losing Months | 33.07% | ||
Best Years | 10.61% | Consecutive Winning Months | 11 | ||
Worst Years | -3.16% | Consecutive Losing Months | 3 | ||
Average Winning Years | 5.65% | 1 Year Returns | 10.47% | ||
Average Losing Years | -1.82% | Max Drawdown | -11.93% | ||
Winning Years | 75.00% | Standard Deviation Annualized | 5.00% | ||
Losing Years | 25.00% | Sharpe Ratio | 0.75 |
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