Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Equal Weight Moderate | NA | 5.66% | 2.39% | 8.69% | 5.88% | 5.18% | 5.35% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -0.52 | 5.66 | 2.39 | 8.69 | 5.88 | 5.18 | 5.35 | … | … | 2.92 | 8.21 | 6.38 | -7.60 | 12.90 | 7.74 | 15.78 | -9.43 | 8.34 | 27.45 | -5.79 | 0.03 | 3.87 | 10.97 | -1.82 | 8.87 | 21.51 | -25.75 | 8.82 | 16.99 | 10.67 | 13.66 | 21.08 | -5.68 | -0.46 |
| Sharpe Ratio | NA | 0.48 | 0.06 | 0.56 | 0.43 | NA | NA | … | … | 0.15 | 0.68 | 0.37 | -0.80 | 1.53 | 0.40 | 2.50 | -1.24 | 1.81 | 1.45 | -0.71 | 0.00 | 0.54 | 1.55 | -0.15 | 0.69 | 1.11 | -1.21 | 0.56 | 1.56 | 1.17 | 1.80 | 3.00 | -0.59 | -0.35 |
| Standard Deviation(%) | NA | 8.83 | 8.74 | 8.98 | 11.08 | NA | NA | … | … | 10.81 | 6.72 | 7.45 | 11.29 | 8.43 | 18.81 | 5.73 | 8.70 | 4.25 | 18.75 | 8.17 | 5.60 | 7.11 | 7.05 | 12.31 | 12.67 | 19.33 | 22.16 | 10.17 | 8.70 | 7.19 | 7.05 | 6.79 | 11.56 | 8.26 |
| Draw Down(%) | NA | 9.02 | 11.06 | 13.29 | 22.88 | NA | NA | … | … | 9.02 | 3.53 | 6.11 | 13.29 | 4.25 | 22.88 | 3.08 | 15.00 | 1.92 | 6.00 | 10.28 | 6.10 | 9.14 | 6.08 | 11.90 | 10.28 | 16.88 | 37.01 | 6.93 | 8.19 | 5.05 | 8.35 | 4.61 | 17.24 | 11.92 |
| Yield(%) | NA | 3.47 | 3.27 | 2.96 | 2.25 | NA | NA | … | … | NA | 0.76 | 3.36 | 3.29 | 3.10 | 2.04 | 2.45 | 1.40 | 0.56 | 3.09 | 1.49 | 1.67 | 2.17 | 2.13 | 2.70 | 1.43 | 2.21 | 1.89 | 2.27 | 2.63 | 2.76 | 1.84 | 1.63 | 0.98 | 1.36 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Equal Weight Moderate |
-7.32%
Feb 2006 – Feb 2009 |
0.13%
Feb 2011 – Feb 2016 |
2.08%
Feb 2006 – Feb 2016 |
3.19%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Equal Weight Moderate |
17.17%
Mar 2003 – Mar 2006 |
15.30%
Oct 2002 – Oct 2007 |
7.89%
Feb 2009 – Feb 2019 |
7.40%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart