Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset ETF Index Funds Emerging Markets Tactical Asset Allocation Moderate | NA | 22.17% | 3.89% | 7.69% | 6.43% | 8.14% | 9.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Four Core Asset ETF Index Funds Emerging Markets 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 22.17 | 3.89 | 7.69 | 6.43 | 8.14 | 9.62 | … | … | 0.56 | 13.67 | 14.43 | -12.81 | 12.91 | 10.60 | 18.02 | -6.28 | 12.53 | 6.22 | -0.54 | 9.09 | 13.94 | 14.50 | 4.96 | 13.52 | 13.61 | 2.45 | 18.70 | 19.52 | 16.04 | 8.66 | 15.61 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.94 | 0.07 | 0.37 | 0.45 | NA | NA | … | … | 0.06 | 0.81 | 1.32 | -1.01 | 1.46 | 0.51 | 2.32 | -0.76 | 2.26 | 0.72 | -0.06 | 1.32 | 1.92 | 1.81 | 0.37 | 1.06 | 1.12 | 0.16 | 0.93 | 0.98 | 1.34 | 1.05 | 2.20 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.66 | 10.55 | 12.89 | 10.75 | NA | NA | … | … | 8.61 | 8.70 | 7.74 | 14.06 | 8.81 | 20.44 | 7.17 | 9.95 | 5.26 | 8.39 | 8.88 | 6.89 | 7.24 | 7.98 | 13.45 | 12.65 | 12.06 | 9.71 | 16.87 | 16.53 | 10.31 | 7.32 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.16 | 17.33 | 21.96 | 21.96 | NA | NA | … | … | 0.68 | 5.16 | 6.31 | 17.74 | 5.06 | 21.96 | 3.27 | 13.19 | 2.07 | 5.91 | 8.26 | 5.22 | 4.97 | 5.83 | 10.63 | 8.51 | 6.19 | 9.31 | 9.82 | 18.02 | 6.96 | 5.53 | 2.64 | 0.00 | 0.00 |
| Yield(%) | NA | 2.21 | 2.00 | 1.96 | 2.12 | NA | NA | … | … | NA | 1.39 | 2.40 | 1.73 | 0.93 | 2.17 | 2.53 | 1.70 | 2.80 | 2.36 | 2.18 | 2.32 | 2.21 | 3.03 | 2.36 | 2.58 | 3.86 | 4.25 | 2.24 | 1.83 | 1.76 | 1.50 | 1.19 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| Four Core Asset ETF Index Funds Emerging Markets Tactical Asset Allocation Moderate |
1.51%
Mar 2017 – Mar 2020 |
2.45%
Mar 2015 – Mar 2020 |
5.33%
Oct 2013 – Oct 2023 |
6.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Four Core Asset ETF Index Funds Emerging Markets Tactical Asset Allocation Moderate |
21.94%
Oct 2004 – Oct 2007 |
16.66%
Oct 2002 – Oct 2007 |
13.20%
Aug 2004 – Aug 2014 |
11.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart