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 ETF Index Funds Tactical Asset Allocation Moderate | NA | 23.24% | 4.50% | 8.76% | 7.62% | 9.10% | 8.85% | … | … |
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 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 (%) | -1.24 | 23.24 | 4.50 | 8.76 | 7.62 | 9.10 | 8.85 | … | … | 0.58 | 14.99 | 15.79 | -13.84 | 15.84 | 12.32 | 18.90 | -4.57 | 13.24 | 9.21 | -0.36 | 10.01 | 15.75 | 12.92 | 4.31 | 15.48 | 14.51 | 2.72 | 8.42 | 8.87 | 4.98 | 8.66 | 15.61 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.07 | 0.12 | 0.44 | 0.55 | NA | NA | … | … | 0.05 | 0.95 | 1.50 | -0.99 | 1.65 | 0.58 | 2.49 | -0.60 | 2.97 | 1.12 | -0.04 | 1.44 | 2.21 | 1.66 | 0.32 | 1.41 | 1.41 | 0.19 | 0.53 | 0.81 | 0.40 | 1.05 | 2.20 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.87 | 11.20 | 13.50 | 11.03 | NA | NA | … | … | 9.54 | 8.88 | 7.69 | 15.45 | 9.59 | 20.99 | 7.03 | 9.77 | 4.24 | 8.06 | 8.87 | 6.94 | 7.13 | 7.75 | 13.41 | 10.93 | 10.25 | 9.70 | 10.15 | 6.89 | 7.01 | 7.32 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.16 | 17.80 | 22.39 | 22.39 | NA | NA | … | … | 0.75 | 5.16 | 6.31 | 18.89 | 3.92 | 22.39 | 3.28 | 12.39 | 1.47 | 5.94 | 8.06 | 4.23 | 4.93 | 5.59 | 10.79 | 7.38 | 4.28 | 9.31 | 6.18 | 5.81 | 4.70 | 5.53 | 2.64 | 0.00 | 0.00 |
| Yield(%) | NA | 2.21 | 2.10 | 2.01 | 2.12 | NA | NA | … | … | NA | 1.39 | 2.44 | 1.71 | 1.34 | 2.00 | 2.66 | 1.79 | 2.48 | 2.16 | 2.18 | 2.33 | 2.22 | 2.94 | 2.47 | 2.32 | 3.93 | 4.25 | 2.76 | 2.51 | 1.92 | 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 |
|---|---|---|---|---|
| Three Core Asset ETF Index Funds Tactical Asset Allocation Moderate |
2.80%
Mar 2017 – Mar 2020 |
3.89%
Mar 2015 – Mar 2020 |
6.51%
Oct 2013 – Oct 2023 |
7.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Three Core Asset ETF Index Funds Tactical Asset Allocation Moderate |
15.66%
Dec 2018 – Dec 2021 |
14.23%
Jun 2009 – Jun 2014 |
10.30%
Aug 2004 – Aug 2014 |
9.91%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart