Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| iShares ETFs Tactical Asset Allocation Moderate | NA | 19.49% | 1.71% | 5.20% | 2.85% | 4.08% | 5.93% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| iShares ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 19.49 | 1.71 | 5.20 | 2.85 | 4.08 | 5.93 | … | … | 0.86 | 7.01 | 9.69 | -15.44 | 13.35 | 11.12 | 5.99 | -5.59 | -0.62 | 7.38 | -3.53 | 1.69 | 10.30 | 8.35 | -4.15 | 13.50 | 1.31 | 2.83 | 21.29 | 14.01 | 17.35 | 16.83 | 14.47 | 3.74 | 5.13 | 0.00 |
| Sharpe Ratio | NA | 0.20 | -0.32 | 0.22 | 0.10 | NA | NA | … | … | 0.06 | 0.04 | 0.67 | -1.84 | 1.24 | 1.01 | 0.91 | -0.81 | -0.10 | 1.01 | -0.53 | 0.25 | 1.45 | 1.43 | -0.37 | 0.92 | 0.08 | 0.26 | 0.95 | 0.84 | 1.43 | 1.48 | 1.74 | 0.37 | NA | NA |
| Standard Deviation(%) | NA | 9.95 | 9.09 | 9.82 | 9.07 | NA | NA | … | … | 13.07 | 9.95 | 8.09 | 9.16 | 10.71 | 10.79 | 5.04 | 8.56 | 12.12 | 7.13 | 6.72 | 6.74 | 7.06 | 5.81 | 11.31 | 14.64 | 15.82 | 7.42 | 19.28 | 12.77 | 10.63 | 10.73 | 7.90 | 7.08 | 0.00 | NA |
| Draw Down(%) | NA | 8.23 | 15.86 | 18.46 | 18.46 | NA | NA | … | … | 1.15 | 8.23 | 7.07 | 15.65 | 6.65 | 10.95 | 2.66 | 13.30 | 10.29 | 4.99 | 8.11 | 7.01 | 7.02 | 3.76 | 12.18 | 9.80 | 13.32 | 6.94 | 12.38 | 13.65 | 7.49 | 12.88 | 6.39 | 9.44 | 4.02 | 0.00 |
| Yield(%) | NA | 3.22 | 3.20 | 2.63 | 2.17 | NA | NA | … | … | NA | 0.68 | 3.02 | 3.33 | 2.67 | 1.48 | 2.38 | 2.09 | 0.11 | 2.00 | 1.93 | 2.82 | 3.00 | 3.86 | 2.75 | 2.24 | 2.89 | 0.90 | 1.96 | 1.98 | 2.42 | 1.33 | 1.48 | 1.79 | 2.45 | 0.00 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| iShares ETFs Tactical Asset Allocation Moderate |
-2.80%
Apr 2017 – Apr 2020 |
-0.70%
Jun 2014 – Jun 2019 |
1.35%
Oct 2013 – Oct 2023 |
2.66%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| iShares ETFs Tactical Asset Allocation Moderate |
21.87%
Oct 2004 – Oct 2007 |
18.21%
Oct 2002 – Oct 2007 |
11.06%
Apr 2001 – Apr 2011 |
8.62%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart