Financials
VS
Sixty Forty
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | -0.31% | -0.01% | 0.83% | 0.80% | 9.07% | 37.92% | 33.85% | 112.63% |
| Financials | -0.21% | 0.70% | -2.71% | 2.04% | 3.23% | 46.17% | 84.59% | 154.11% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 112.63% | 8.22% | 7.86% | -42.20% | 0.46 | 0.55 | 0.19 | 0.07 |
| Financials | 154.11% | 12.03% | 9.80% | -64.24% | 0.39 | 0.47 | 0.19 | 0.12 |
Total Return
No Taxes, No Rebalancing.