Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Etrade All Star Funds Tactical Asset Allocation Moderate | NA | 1.23% | 5.23% | 21.46% | 12.72% | 11.26% | 13.27% | … | … |
Data as of 04/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade All Star Funds Tactical Asset Allocation Moderate | 12/31/2000 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 1.23 | 5.23 | 21.46 | 12.72 | 11.26 | 13.27 | … | … | 0.62 | 8.54 | 17.01 | -14.88 | 95.53 | 17.03 | 22.14 | -5.57 | 10.40 | 6.04 | 2.39 | 5.56 | 16.77 | 12.57 | 2.59 | 14.78 | 25.78 | 5.13 | 23.42 | 16.07 | 15.35 | 18.65 | 22.38 | 2.12 | 2.44 |
| Sharpe Ratio | NA | -0.52 | 0.49 | 0.71 | 0.59 | NA | NA | … | … | -0.08 | 0.54 | 1.33 | -1.32 | 1.78 | 0.85 | 3.55 | -0.73 | 1.57 | 0.68 | 0.27 | 0.73 | 2.29 | 1.67 | 0.16 | 1.25 | 2.29 | 0.77 | 1.67 | 1.30 | 1.79 | 1.93 | 3.65 | 0.19 | 0.00 |
| Standard Deviation(%) | NA | 9.73 | 10.13 | 25.91 | 19.88 | NA | NA | … | … | 11.18 | 9.06 | 10.05 | 12.36 | 53.60 | 19.75 | 5.82 | 9.49 | 6.21 | 8.51 | 8.89 | 7.58 | 7.31 | 7.48 | 15.62 | 11.78 | 11.21 | 5.41 | 12.14 | 9.73 | 7.32 | 9.16 | 5.94 | 5.07 | 6.12 |
| Draw Down(%) | NA | 12.21 | 12.21 | 22.02 | 24.14 | NA | NA | … | … | 11.69 | 4.85 | 8.29 | 21.32 | 4.35 | 24.14 | 2.76 | 12.50 | 2.85 | 5.24 | 9.50 | 6.39 | 6.85 | 4.41 | 13.10 | 8.71 | 4.78 | 3.53 | 10.72 | 12.48 | 5.81 | 11.44 | 4.64 | 3.42 | 6.78 |
| Yield(%) | NA | 5.41 | 6.69 | 22.36 | 13.17 | NA | NA | … | … | NA | 3.07 | 3.63 | 4.66 | 88.79 | 3.55 | 5.72 | 2.89 | 2.44 | 3.43 | 3.27 | 8.23 | 3.26 | 3.80 | 3.28 | 3.13 | 3.22 | 4.54 | 9.77 | 6.57 | 7.28 | 3.94 | 2.64 | 2.86 | 4.12 |
Data as of 04/30/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star Funds Tactical Asset Allocation Moderate |
2.09%
Mar 2017 – Mar 2020 |
2.72%
Mar 2015 – Mar 2020 |
6.19%
Mar 2010 – Mar 2020 |
10.14%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star Funds Tactical Asset Allocation Moderate |
40.86%
Dec 2018 – Dec 2021 |
23.91%
Oct 2016 – Oct 2021 |
16.58%
Apr 2003 – Apr 2013 |
15.62%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart