| Portfolio Performance (Dec 2018 - Dec 2024) | |
|---|---|
| Start Balance | $10,000.00 |
| End Balance | $41,231.28 |
| End Balance (inflation adjusted) | $33,769.50 |
| Annualized Return (CAGR) | 26.63% |
| Annualized Return (CAGR, inflation adjusted) | 22.49% |
| Standard Deviation | 21.48% |
| Best Year | 75.58% |
| Worst Year | -17.08% |
| Maximum Drawdown | -24.76% |
| Sharpe Ratio | 1.10 |
| Sortino Ratio | 2.35 |