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 ETFs Strategic Asset Allocation – Equal Weight Moderate | NA | 20.42% | 4.41% | 7.89% | 6.51% | 7.21% | 6.18% | … | … |
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 ETFs 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 (%) | -1.04 | 20.42 | 4.41 | 7.89 | 6.51 | 7.21 | 6.18 | … | … | 0.36 | 10.93 | 14.75 | -10.06 | 9.76 | 12.81 | 19.27 | -7.15 | 13.24 | 7.73 | -0.89 | 3.53 | 14.33 | 12.17 | -2.13 | 10.94 | 22.92 | -24.77 | 8.09 | 11.24 | 4.22 | 8.30 | 18.67 | -5.42 | 2.31 |
| Sharpe Ratio | NA | 0.71 | 0.09 | 0.38 | 0.48 | NA | NA | … | … | 0.05 | 0.58 | 1.30 | -0.86 | 1.20 | 0.60 | 2.53 | -0.88 | 2.99 | 0.83 | -0.10 | 0.49 | 1.87 | 1.34 | -0.14 | 0.83 | 1.23 | -1.09 | 0.50 | 1.08 | 0.28 | 0.97 | 1.72 | -0.51 | 0.01 |
| Standard Deviation(%) | NA | 7.44 | 9.96 | 12.62 | 10.63 | NA | NA | … | … | 6.70 | 7.50 | 8.07 | 13.27 | 8.13 | 20.80 | 7.06 | 9.63 | 4.22 | 9.07 | 9.59 | 7.17 | 7.65 | 9.06 | 15.94 | 13.04 | 18.57 | 23.47 | 10.13 | 7.37 | 7.30 | 7.60 | 10.44 | 12.84 | 0.05 |
| Draw Down(%) | NA | 4.46 | 15.95 | 22.71 | 22.71 | NA | NA | … | … | 0.46 | 4.46 | 6.99 | 16.11 | 3.61 | 22.71 | 3.53 | 13.51 | 1.56 | 6.62 | 9.70 | 5.72 | 5.77 | 7.58 | 14.53 | 9.86 | 17.86 | 34.07 | 6.42 | 5.97 | 4.98 | 5.95 | 8.26 | 13.07 | 0.00 |
| Yield(%) | NA | 3.47 | 2.47 | 2.46 | 2.28 | NA | NA | … | … | NA | 1.06 | 3.32 | 1.72 | 2.00 | 1.75 | 2.90 | 1.57 | 0.85 | 3.51 | 2.40 | 2.33 | 2.01 | 2.68 | 2.60 | 2.68 | 2.33 | 2.08 | 2.29 | 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 ETFs Strategic Asset Allocation – Equal Weight Moderate |
-8.23%
Feb 2006 – Feb 2009 |
-2.73%
Feb 2004 – Feb 2009 |
3.80%
Sep 2001 – Sep 2011 |
4.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Three Core Asset ETFs Strategic Asset Allocation – Equal Weight Moderate |
17.74%
Feb 2009 – Feb 2012 |
14.45%
Feb 2009 – Feb 2014 |
9.26%
Feb 2009 – Feb 2019 |
8.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart