Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| High Dividend and High Quality ETFs Tactical Asset Allocation Moderate | NA | 15.70% | -0.06% | 4.59% | 3.26% | 4.42% | 5.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| High Dividend and High Quality ETFs 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 (%) | -1.45 | 15.70 | -0.06 | 4.59 | 3.26 | 4.42 | 5.49 | … | … | 0.36 | 4.59 | 5.57 | -13.62 | 16.22 | 10.82 | 3.82 | -6.90 | 12.23 | 6.70 | -4.79 | 3.04 | 8.14 | 5.44 | -1.17 | 12.85 | 7.57 | -4.07 | 14.08 | 17.11 | 10.61 | 14.22 | 16.70 | 6.61 | 6.41 |
| Sharpe Ratio | NA | -0.15 | -0.59 | 0.21 | 0.18 | NA | NA | … | … | 0.05 | -0.27 | 0.18 | -1.71 | 1.87 | 1.07 | 0.50 | -0.94 | 1.88 | 0.89 | -0.74 | 0.47 | 1.13 | 0.87 | -0.11 | 0.94 | 0.51 | -0.54 | 0.74 | 1.40 | 0.91 | 1.46 | 1.94 | 0.61 | 0.59 |
| Standard Deviation(%) | NA | 7.41 | 7.82 | 8.48 | 7.71 | NA | NA | … | … | 5.90 | 7.52 | 7.19 | 8.78 | 8.68 | 9.92 | 4.86 | 8.76 | 6.18 | 7.32 | 6.54 | 6.42 | 7.15 | 6.23 | 11.02 | 13.63 | 14.64 | 9.18 | 15.05 | 9.90 | 9.26 | 9.11 | 8.27 | 9.00 | 7.01 |
| Draw Down(%) | NA | 4.85 | 16.10 | 17.78 | 19.53 | NA | NA | … | … | 0.44 | 4.85 | 7.15 | 14.20 | 4.02 | 12.55 | 2.65 | 14.39 | 2.30 | 6.11 | 9.82 | 6.81 | 8.11 | 5.21 | 11.69 | 8.52 | 8.79 | 11.18 | 10.40 | 10.93 | 6.41 | 13.71 | 6.85 | 11.11 | 7.93 |
| Yield(%) | NA | 4.52 | 3.80 | 3.11 | 2.55 | NA | NA | … | … | NA | 1.50 | 3.65 | 3.15 | 3.92 | 1.46 | 2.01 | 1.80 | 0.50 | 3.05 | 1.97 | 3.11 | 2.27 | 3.76 | 2.81 | 3.18 | 2.91 | 3.00 | 2.85 | 2.90 | 2.77 | 2.23 | 4.25 | 2.91 | 2.56 |
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 |
|---|---|---|---|---|
| High Dividend and High Quality ETFs Tactical Asset Allocation Moderate |
-1.56%
Dec 2021 – Dec 2024 |
0.56%
Jan 2018 – Jan 2023 |
2.14%
Oct 2013 – Oct 2023 |
3.09%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| High Dividend and High Quality ETFs Tactical Asset Allocation Moderate |
18.89%
Oct 2004 – Oct 2007 |
16.28%
Oct 2002 – Oct 2007 |
10.36%
Apr 2001 – Apr 2011 |
8.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart