Materials
VS
Sixty Forty
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.35% | 0.58% | 0.25% | 3.13% | 9.23% | 40.68% | 30.04% | 111.12% |
| Materials | 0.25% | -0.66% | 5.98% | -38.67% | -40.97% | -33.77% | -29.43% | 30.73% |
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% | |
| Materials | 0.09% | 12.41% | -12.22% | 27.41% | 20.10% | 24.07% | -14.89% | 23.93% | 16.80% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 111.12% | 8.13% | 7.78% | -41.22% | 0.45 | 0.55 | 0.20 | 0.07 |
| Materials | 30.73% | 6.78% | 2.72% | -133.89% | 0.14 | 0.14 | 0.05 | 0.12 |
Total Return
No Taxes, No Rebalancing.