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 Strategic Asset Allocation – Equal Weight Moderate | NA | 20.67% | 4.01% | 8.00% | 6.57% | 7.23% | 6.16% | … | … |
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 Strategic Asset Allocation – Equal Weight 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 (%) | -1.11 | 20.67 | 4.01 | 8.00 | 6.57 | 7.23 | 6.16 | … | … | 0.35 | 11.67 | 14.41 | -11.11 | 10.20 | 14.39 | 18.69 | -6.73 | 13.98 | 7.10 | -1.09 | 3.63 | 13.70 | 12.60 | -2.98 | 11.75 | 22.58 | -25.17 | 8.16 | 11.31 | 4.22 | 8.30 | 18.67 | -5.42 | 2.31 |
| Sharpe Ratio | NA | 0.76 | 0.06 | 0.39 | 0.48 | NA | NA | … | … | 0.05 | 0.64 | 1.28 | -0.90 | 1.17 | 0.69 | 2.57 | -0.87 | 3.00 | 0.77 | -0.12 | 0.51 | 1.78 | 1.46 | -0.17 | 0.83 | 1.22 | -1.09 | 0.50 | 1.08 | 0.28 | 0.97 | 1.72 | -0.51 | 0.01 |
| Standard Deviation(%) | NA | 7.84 | 10.28 | 12.76 | 10.61 | NA | NA | … | … | 6.36 | 7.90 | 7.94 | 13.83 | 8.68 | 20.53 | 6.74 | 9.24 | 4.45 | 8.89 | 9.11 | 7.13 | 7.66 | 8.57 | 17.60 | 14.10 | 18.50 | 23.90 | 10.38 | 7.42 | 7.30 | 7.60 | 10.44 | 12.84 | 0.05 |
| Draw Down(%) | NA | 4.95 | 17.01 | 21.86 | 21.86 | NA | NA | … | … | 0.44 | 4.95 | 6.88 | 17.14 | 3.74 | 21.86 | 3.35 | 13.11 | 1.61 | 6.71 | 9.30 | 5.40 | 5.87 | 7.04 | 16.29 | 10.82 | 18.10 | 34.42 | 6.37 | 5.97 | 4.98 | 5.95 | 8.26 | 13.07 | 0.00 |
| Yield(%) | NA | 3.52 | 2.55 | 2.55 | 2.34 | NA | NA | … | … | NA | 1.07 | 3.37 | 1.75 | 2.22 | 1.82 | 2.92 | 1.56 | 0.86 | 3.49 | 2.43 | 2.41 | 2.06 | 2.20 | 2.07 | 2.60 | 2.45 | 2.08 | 2.22 | 1.62 | 1.09 | 0.91 | 0.77 | 1.02 | 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 Strategic Asset Allocation – Equal Weight Moderate |
-8.44%
Feb 2006 – Feb 2009 |
-2.87%
Feb 2004 – Feb 2009 |
3.67%
Sep 2001 – Sep 2011 |
4.20%
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 Strategic Asset Allocation – Equal Weight Moderate |
17.86%
Feb 2009 – Feb 2012 |
14.38%
Feb 2009 – Feb 2014 |
9.23%
Feb 2009 – Feb 2019 |
8.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart