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Buy and Hold



Updated 3 days, 5 hours ago
Portfolio ^NAR-COMP Instrument
Model Buy and Hold
Period 2000-01-01 — 2026-09-11
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $1,129,915.23
CAGR % 9.51%
Max % Drawdown (68.13%)
Standard Deviation 5.63%
Annualized Sharpe 0.42
Win Rate % 0.0%
Longest Drawdown 71.1 months
Avg Trades Per Year 0.00
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Updated 3 days, 5 hours ago
Portfolio ^US-REIT Instrument
Model Buy and Hold
Period 2000-01-01 — 2026-09-11
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $1,151,696.70
CAGR % 9.59%
Max % Drawdown (74.94%)
Standard Deviation 6.01%
Annualized Sharpe 0.41
Win Rate % 0.0%
Longest Drawdown 73.8 months
Avg Trades Per Year 0.00
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Updated 3 days, 5 hours ago
Portfolio ^NAR-COMP Instrument
Model Buy and Hold
Period 1973-01-01 — 2026-09-11
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $10,469,432.38
CAGR % 9.05%
Max % Drawdown (68.17%)
Standard Deviation 5.13%
Annualized Sharpe 0.41
Win Rate % 0.0%
Longest Drawdown 71.1 months
Avg Trades Per Year 0.00
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Updated 3 days, 5 hours ago
Portfolio ^US-REIT Instrument
Model Buy and Hold
Period 1973-01-01 — 2026-09-11
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $16,426,172.07
CAGR % 9.97%
Max % Drawdown (75.14%)
Standard Deviation 5.51%
Annualized Sharpe 0.44
Win Rate % 0.0%
Longest Drawdown 73.8 months
Avg Trades Per Year 0.00
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