Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EdMc ETF Plan Tactical Asset Allocation Moderate | NA | 22.92% | 4.33% | 7.57% | 7.03% | 8.89% | 9.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EdMc ETF Plan 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 (%) | -1.38 | 22.92 | 4.33 | 7.57 | 7.03 | 8.89 | 9.11 | … | … | 0.34 | 9.37 | 14.34 | -11.79 | 20.07 | 5.71 | 19.37 | -5.08 | 11.35 | 12.05 | -2.88 | 7.04 | 13.35 | 14.00 | 4.57 | 20.69 | 17.01 | 2.47 | 6.63 | 23.25 | 2.66 | 13.18 | 15.61 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.45 | 0.02 | 0.32 | 0.44 | NA | NA | … | … | 0.04 | 0.30 | 1.11 | -0.94 | 2.05 | 0.23 | 2.76 | -0.72 | 2.14 | 1.39 | -0.32 | 0.98 | 1.69 | 1.80 | 0.28 | 1.54 | 1.41 | 0.16 | 0.31 | 2.11 | 0.05 | 1.54 | 2.20 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.05 | 10.98 | 14.23 | 11.47 | NA | NA | … | … | 6.86 | 9.15 | 9.08 | 14.08 | 9.76 | 23.46 | 6.51 | 8.92 | 5.01 | 8.54 | 9.18 | 7.16 | 7.87 | 7.76 | 16.21 | 13.35 | 12.03 | 9.71 | 11.80 | 9.48 | 9.45 | 7.92 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.83 | 15.53 | 29.42 | 29.42 | NA | NA | … | … | 0.49 | 4.83 | 7.44 | 17.39 | 4.31 | 29.42 | 3.41 | 11.76 | 2.22 | 6.05 | 10.59 | 6.36 | 8.49 | 5.26 | 13.60 | 8.03 | 5.19 | 9.31 | 8.85 | 6.49 | 7.05 | 5.04 | 2.64 | 0.00 | 0.00 |
| Yield(%) | NA | 2.74 | 2.69 | 2.60 | 2.71 | NA | NA | … | … | NA | 1.74 | 2.86 | 2.00 | 2.70 | 2.16 | 3.50 | 2.20 | 2.74 | 2.84 | 2.67 | 2.82 | 2.81 | 3.29 | 3.47 | 3.63 | 4.39 | 4.25 | 2.38 | 4.65 | 4.00 | 2.27 | 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 |
|---|---|---|---|---|
| EdMc ETF Plan Tactical Asset Allocation Moderate |
-0.26%
Mar 2017 – Mar 2020 |
1.51%
Mar 2015 – Mar 2020 |
5.64%
Oct 2013 – Oct 2023 |
7.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EdMc ETF Plan Tactical Asset Allocation Moderate |
17.73%
Jun 2009 – Jun 2012 |
15.61%
Jun 2009 – Jun 2014 |
12.56%
Apr 2003 – Apr 2013 |
10.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart