Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Three Core Asset Most Popular ETF Index Funds Tactical Asset Allocation Moderate | NA | 23.23% | 6.05% | 9.56% | 7.97% | 9.24% | 9.20% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Three Core Asset Most Popular ETF Index Funds 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 (%) | -1.35 | 23.23 | 6.05 | 9.56 | 7.97 | 9.24 | 9.20 | … | … | 0.46 | 15.51 | 16.25 | -12.02 | 17.82 | 11.11 | 19.03 | -3.92 | 11.95 | 8.06 | 0.64 | 10.61 | 15.80 | 12.78 | 5.19 | 13.49 | 12.59 | 4.54 | 6.41 | 14.36 | 5.18 | 10.32 | 10.92 | -9.32 | 2.31 |
| Sharpe Ratio | NA | 1.12 | 0.20 | 0.51 | 0.60 | NA | NA | … | … | 0.04 | 1.03 | 1.60 | -0.88 | 1.95 | 0.54 | 2.49 | -0.53 | 2.84 | 1.04 | 0.07 | 1.57 | 2.19 | 1.65 | 0.39 | 1.25 | 1.26 | 0.32 | 0.33 | 1.42 | 0.46 | 1.21 | 1.14 | -1.52 | 0.01 |
| Standard Deviation(%) | NA | 8.64 | 10.98 | 13.07 | 10.74 | NA | NA | … | … | 9.49 | 8.65 | 7.50 | 15.17 | 9.11 | 20.18 | 7.07 | 9.85 | 3.98 | 7.53 | 9.05 | 6.77 | 7.19 | 7.69 | 13.14 | 10.72 | 9.91 | 11.43 | 10.34 | 7.79 | 6.51 | 7.74 | 8.99 | 6.86 | 0.05 |
| Draw Down(%) | NA | 5.05 | 16.65 | 21.62 | 21.62 | NA | NA | … | … | 0.76 | 5.05 | 5.83 | 17.48 | 3.56 | 21.62 | 3.18 | 11.95 | 1.91 | 5.25 | 7.42 | 3.93 | 4.85 | 5.63 | 9.54 | 7.11 | 5.30 | 12.83 | 6.07 | 7.80 | 4.58 | 5.98 | 9.28 | 10.74 | 0.00 |
| Yield(%) | NA | 2.40 | 2.18 | 2.05 | 2.07 | NA | NA | … | … | NA | 1.59 | 2.37 | 1.79 | 1.40 | 2.01 | 2.37 | 1.80 | 2.15 | 2.17 | 2.05 | 2.23 | 2.13 | 2.80 | 2.96 | 2.25 | 3.98 | 4.29 | 3.97 | 2.96 | 2.64 | 2.41 | 1.74 | 2.03 | 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 |
|---|---|---|---|---|
| Three Core Asset Most Popular ETF Index Funds Tactical Asset Allocation Moderate |
0.45%
Jul 2001 – Jul 2004 |
4.04%
Feb 2001 – Feb 2006 |
6.42%
Sep 2001 – Sep 2011 |
7.33%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Three Core Asset Most Popular ETF Index Funds Tactical Asset Allocation Moderate |
15.93%
Dec 2018 – Dec 2021 |
13.68%
Jun 2009 – Jun 2014 |
10.70%
Apr 2003 – Apr 2013 |
9.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart