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Buy and Hold



Updated 6 days, 8 hours ago
Portfolio ^NAR-COMP Instrument
Model Buy and Hold
Period 2000-01-01 — 2024-12-13
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $1,047,310.81
CAGR % 9.87%
Max % Drawdown (68.13%)
Standard Deviation 5.73%
Annualized Sharpe 0.43
Win Rate % 0.0%
Longest Drawdown 71.1 months
Avg Trades Per Year 0.00
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Updated 6 days, 8 hours ago
Portfolio ^US-REIT Instrument
Model Buy and Hold
Period 2000-01-01 — 2024-12-13
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $1,000,509.55
CAGR % 9.67%
Max % Drawdown (74.94%)
Standard Deviation 6.14%
Annualized Sharpe 0.41
Win Rate % 0.0%
Longest Drawdown 73.8 months
Avg Trades Per Year 0.00
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Updated 6 days, 8 hours ago
Portfolio ^NAR-COMP Instrument
Model Buy and Hold
Period 1973-01-01 — 2024-12-13
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $9,703,851.17
CAGR % 9.21%
Max % Drawdown (68.17%)
Standard Deviation 5.16%
Annualized Sharpe 0.42
Win Rate % 0.0%
Longest Drawdown 71.1 months
Avg Trades Per Year 0.00
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Updated 6 days, 8 hours ago
Portfolio ^US-REIT Instrument
Model Buy and Hold
Period 1973-01-01 — 2024-12-13
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $14,268,226.92
CAGR % 10.02%
Max % Drawdown (75.14%)
Standard Deviation 5.56%
Annualized Sharpe 0.44
Win Rate % 0.0%
Longest Drawdown 73.8 months
Avg Trades Per Year 0.00
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