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Buy and Hold



Updated 3 days, 10 hours ago
Portfolio ^NAR-COMP Instrument
Model Buy and Hold
Period 2000-01-01 — 2026-10-09
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $1,061,674.86
CAGR % 9.23%
Max % Drawdown (68.13%)
Standard Deviation 5.63%
Annualized Sharpe 0.40
Win Rate % 0.0%
Longest Drawdown 71.1 months
Avg Trades Per Year 0.00
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Updated 3 days, 10 hours ago
Portfolio ^US-REIT Instrument
Model Buy and Hold
Period 2000-01-01 — 2026-10-09
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $1,106,990.83
CAGR % 9.40%
Max % Drawdown (74.94%)
Standard Deviation 6.01%
Annualized Sharpe 0.40
Win Rate % 0.0%
Longest Drawdown 73.8 months
Avg Trades Per Year 0.00
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Updated 3 days, 9 hours ago
Portfolio ^NAR-COMP Instrument
Model Buy and Hold
Period 1973-01-01 — 2026-10-09
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $9,836,977.79
CAGR % 8.91%
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, 10 hours ago
Portfolio ^US-REIT Instrument
Model Buy and Hold
Period 1973-01-01 — 2026-10-09
Timeframe Monthly
Starting Equity $100,000.00
Ending Equity $15,787,637.47
CAGR % 9.87%
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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