Principles
Practice
Performance
Non-Taxable Portfolio Performance (Dec 2022 - Dec 2024)
Start Balance
$10,000
End Balance
$13,702
Annualized Return (CAGR)
17.06%
Standard Deviation
9.89%
Best Year
17.40%
Worst Year
16.72%
Maximum Drawdown
-2.85%
Sharpe Ratio
1.19
Sortino Ratio
2.44