Financials
VS
Ray Dalio All Weather
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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | -0.37% | 0.51% | 2.78% | 2.79% | 10.27% | 26.42% | 13.63% | 55.52% |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 5.10% | 9.93% | -19.34% | 7.98% | 16.13% | 18.37% | -2.89% | 11.64% | 6.64% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio All Weather | 55.52% | 4.81% | 4.53% | -38.46% | 0.21 | 0.28 | 0.13 | 0.10 |
| Financials | 130.25% | 11.04% | 8.73% | -60.64% | 0.35 | 0.42 | 0.18 | 0.12 |
Total Return
No Taxes, No Rebalancing.