Financials
VS
Couch Potato
Total Return by Period
Updated: Mar 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Couch Potato | -0.09% | 0.50% | 0.15% | 1.12% | 8.40% | 32.30% | 25.13% | 87.65% |
| Financials | -0.25% | 1.12% | -5.05% | -2.91% | -1.69% | 42.54% | 53.32% | 130.25% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Couch Potato | 12.66% | 14.77% | -15.54% | 15.34% | 15.78% | 19.32% | -3.21% | 11.89% | 8.82% | |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Couch Potato | 87.65% | 6.80% | 6.52% | -38.81% | 0.39 | 0.47 | 0.18 | 0.07 |
| Financials | 130.25% | 11.04% | 8.73% | -60.64% | 0.35 | 0.42 | 0.18 | 0.12 |
Total Return
No Taxes, No Rebalancing.