Financials
VS
Sixty Forty
Total Return by Period
Updated: Jan 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.16% | -0.65% | -0.30% | 1.00% | 10.61% | 44.14% | 31.88% | 103.75% |
| Financials | 0.29% | -1.24% | 2.33% | 2.25% | 13.94% | 60.05% | 86.33% | 134.14% |
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 | 103.75% | 7.79% | 7.39% | -40.06% | 0.42 | 0.51 | 0.19 | 0.07 |
| Financials | 134.14% | 11.23% | 8.90% | -57.59% | 0.36 | 0.43 | 0.19 | 0.12 |
Total Return
No Taxes, No Rebalancing.