Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Moderate | NA | 9.89% | 0.18% | 6.76% | 3.62% | 4.75% | 7.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Amerivest Guided Portfolios Based 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 (%) | -0.93 | 9.89 | 0.18 | 6.76 | 3.62 | 4.75 | 7.06 | … | … | -0.11 | 0.86 | 1.96 | -7.24 | 19.01 | 16.40 | 8.20 | -7.91 | 5.26 | 6.02 | -7.64 | 2.94 | 10.67 | 5.91 | 0.70 | 11.15 | 19.68 | 1.34 | 22.78 | 20.74 | 10.06 | 4.21 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.69 | -0.48 | 0.29 | 0.15 | NA | NA | … | … | -0.05 | -0.77 | -0.25 | -0.60 | 1.84 | 1.55 | 1.28 | -1.05 | 0.81 | 0.83 | -1.16 | 0.43 | 1.41 | 1.17 | 0.06 | 0.84 | 1.49 | 0.04 | 1.41 | 1.66 | 0.93 | 0.45 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 7.43 | 10.76 | 10.62 | 8.92 | NA | NA | … | … | 3.22 | 7.43 | 9.31 | 14.42 | 10.30 | 10.46 | 5.32 | 8.79 | 5.73 | 6.98 | 6.62 | 6.80 | 7.54 | 5.03 | 10.64 | 13.19 | 13.14 | 9.98 | 14.00 | 10.50 | 8.45 | 7.23 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.32 | 16.74 | 16.74 | 16.74 | NA | NA | … | … | 0.48 | 6.32 | 7.18 | 16.39 | 5.43 | 13.14 | 2.67 | 14.90 | 3.15 | 7.49 | 10.49 | 6.55 | 6.88 | 3.05 | 11.22 | 8.59 | 6.09 | 11.63 | 9.80 | 8.69 | 5.63 | 7.21 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 4.10 | 3.41 | 2.92 | 2.55 | NA | NA | … | … | NA | 0.72 | 3.82 | 3.39 | 2.75 | 2.31 | 2.71 | 1.44 | 0.70 | 3.63 | 2.26 | 2.79 | 1.65 | 2.95 | 2.35 | 3.54 | 3.60 | 2.80 | 3.12 | 3.26 | 3.43 | 1.34 | 0.69 | 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 |
|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Moderate |
-1.56%
Dec 2021 – Dec 2024 |
-0.58%
Feb 2014 – Feb 2019 |
2.44%
Apr 2010 – Apr 2020 |
4.12%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Moderate |
21.75%
May 2005 – May 2008 |
17.22%
Apr 2005 – Apr 2010 |
11.29%
Aug 2004 – Aug 2014 |
7.80%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart