Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Equal Weight Moderate | 3.23% | 13.73% | 9.11% | 7.02% | 7.54% | 5.43% | 5.47% | … | … |
Data as of 01/30/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 04/28/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.20 | 13.73 | 9.11 | 7.02 | 7.54 | 5.43 | 5.47 | … | … | 3.23 | 12.35 | 7.16 | 7.92 | -6.28 | 13.47 | 7.96 | 16.76 | -7.07 | 11.82 | 7.52 | -4.88 | 1.19 | 4.43 | 10.85 | -0.41 | 13.18 | 23.91 | -24.48 | 9.80 | 17.21 | 9.53 | 9.75 | 19.27 | -5.19 | 2.31 |
| Sharpe Ratio | NA | 2.81 | 1.06 | 0.53 | 0.61 | NA | NA | … | … | 0.98 | 1.16 | 0.53 | 0.60 | -0.70 | 1.71 | 0.41 | 2.68 | -1.07 | 2.54 | 0.85 | -0.60 | 0.20 | 0.60 | 1.38 | -0.03 | 1.04 | 1.15 | -1.01 | 0.61 | 1.53 | 0.93 | 1.16 | 1.78 | -0.49 | -2.43 |
| Standard Deviation(%) | NA | 6.23 | 7.28 | 8.22 | 9.35 | NA | NA | … | … | 7.47 | 8.16 | 6.61 | 7.06 | 11.08 | 7.87 | 18.94 | 5.69 | 7.87 | 4.40 | 8.58 | 8.13 | 5.75 | 7.28 | 7.85 | 14.12 | 12.65 | 20.74 | 25.22 | 10.84 | 9.00 | 7.82 | 7.55 | 10.43 | 12.84 | 0.05 |
| Draw Down(%) | NA | 3.45 | 8.16 | 12.16 | 21.66 | NA | NA | … | … | 3.45 | 8.16 | 3.63 | 5.28 | 12.16 | 3.83 | 21.66 | 2.94 | 11.43 | 2.19 | 6.07 | 10.05 | 5.60 | 7.76 | 6.89 | 13.25 | 8.86 | 17.80 | 38.35 | 5.92 | 7.98 | 4.83 | 5.76 | 8.26 | 12.98 | 0.00 |
| Yield(%) | NA | 3.31 | 3.45 | 2.79 | 2.59 | NA | NA | … | … | 0.13 | 3.43 | 3.56 | 3.58 | 1.85 | 1.62 | 2.06 | 3.01 | 2.09 | 2.26 | 2.50 | 2.32 | 2.18 | 2.00 | 2.80 | 2.73 | 2.80 | 3.35 | 3.44 | 3.24 | 2.94 | 2.93 | 2.04 | 1.28 | 1.26 | 2.31 |
Data as of 01/30/2026, 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 |
|---|---|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Equal Weight Moderate |
-6.85%
Feb 2006 – Feb 2009 |
-0.18%
Feb 2004 – Feb 2009 |
2.99%
Oct 2007 – Oct 2017 |
3.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Equal Weight Moderate |
19.41%
Feb 2009 – Feb 2012 |
13.89%
Sep 2002 – Sep 2007 |
8.44%
Mar 2003 – Mar 2013 |
7.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart