Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 2.16% | 3.40% | 2.96% | 3.21% | 5.36% | 6.91% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.58 | 2.16 | 3.40 | 2.96 | 3.21 | 5.36 | 6.91 | … | … | 0.06 | 13.07 | -11.02 | 6.57 | 14.31 | 5.29 | -6.07 | 11.49 | 8.84 | -3.86 | 4.11 | 10.43 | 3.88 | 1.16 | 7.22 | 26.59 | -5.34 | 17.74 | 18.96 | 14.26 | 10.97 | 22.84 | 7.31 | 6.98 |
| Sharpe Ratio | NA | 0.44 | 0.06 | 0.44 | 0.46 | NA | NA | … | … | -0.03 | 1.22 | -1.41 | 0.78 | 1.59 | 0.82 | -1.04 | 2.07 | 1.49 | -0.77 | 0.71 | 1.53 | 0.74 | 0.16 | 0.67 | 2.58 | -0.98 | 1.23 | 1.64 | 1.91 | 1.17 | 4.23 | 1.29 | 1.14 |
| Standard Deviation(%) | NA | 7.26 | 8.07 | 7.80 | 6.86 | NA | NA | … | … | 7.70 | 7.25 | 8.79 | 8.36 | 8.83 | 4.74 | 7.08 | 5.24 | 5.79 | 5.03 | 5.80 | 6.81 | 5.21 | 7.02 | 10.61 | 10.27 | 6.37 | 12.00 | 9.58 | 6.31 | 8.56 | 5.23 | 4.81 | 4.09 |
| Draw Down(%) | NA | 6.61 | 15.51 | 15.51 | 15.51 | NA | NA | … | … | 2.14 | 6.61 | 12.83 | 5.13 | 10.68 | 3.30 | 12.21 | 1.83 | 3.97 | 8.46 | 5.77 | 5.06 | 6.01 | 5.11 | 7.72 | 4.78 | 11.36 | 9.38 | 13.37 | 5.07 | 9.93 | 3.55 | 5.04 | 2.77 |
| Yield(%) | NA | 4.37 | 3.33 | 3.52 | 3.48 | NA | NA | … | … | 0.11 | 4.64 | 3.14 | 2.29 | 4.32 | 3.38 | 2.65 | 0.33 | 3.81 | 5.12 | 5.31 | 3.31 | 3.81 | 2.40 | 4.01 | 5.81 | 3.63 | 7.96 | 6.33 | 6.06 | 3.46 | 3.90 | 4.33 | 6.93 |
Data as of 10/31/2023, 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 HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Mo |
-0.09%
Oct 2017 – Oct 2020 |
1.40%
Dec 2017 – Dec 2022 |
3.21%
Oct 2013 – Oct 2023 |
4.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD AMERITRADE HOLDING CORPORATION ASSOCIATES 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Mo |
20.79%
Oct 2004 – Oct 2007 |
18.24%
Oct 2002 – Oct 2007 |
12.69%
Apr 2001 – Apr 2011 |
9.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart