Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Seven Core Asset ETFs Tactical Asset Allocation Moderate | NA | 24.53% | 1.37% | 6.30% | 3.76% | 5.15% | 6.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Seven Core Asset 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 (%) | -1.16 | 24.53 | 1.37 | 6.30 | 3.76 | 5.15 | 6.49 | … | … | -0.33 | 7.56 | 8.71 | -17.29 | 17.21 | 13.78 | 6.13 | -7.08 | 10.30 | 5.01 | -6.20 | 1.59 | 11.60 | 5.68 | 8.12 | 10.59 | 14.13 | -6.26 | 16.35 | 20.79 | 10.93 | 5.35 | 13.10 | 1.44 | 2.31 |
| Sharpe Ratio | NA | 0.15 | -0.37 | 0.23 | 0.17 | NA | NA | … | … | -0.06 | 0.10 | 0.43 | -1.33 | 1.90 | 1.17 | 0.88 | -1.08 | 1.82 | 0.66 | -0.96 | 0.24 | 1.66 | 1.20 | 0.86 | 0.79 | 1.19 | -0.73 | 0.90 | 1.67 | 1.05 | 1.14 | 2.00 | 0.38 | 0.01 |
| Standard Deviation(%) | NA | 9.31 | 11.38 | 11.01 | 9.06 | NA | NA | … | … | 6.35 | 9.38 | 10.31 | 14.03 | 9.05 | 11.54 | 5.40 | 7.77 | 5.30 | 7.33 | 6.53 | 6.57 | 6.98 | 4.69 | 9.39 | 13.22 | 11.79 | 9.87 | 14.82 | 10.52 | 8.32 | 3.85 | 6.20 | 0.88 | 0.05 |
| Draw Down(%) | NA | 6.42 | 20.55 | 22.21 | 22.21 | NA | NA | … | … | 0.92 | 6.42 | 11.46 | 22.21 | 5.58 | 14.48 | 2.84 | 13.18 | 2.73 | 6.91 | 10.04 | 6.85 | 6.16 | 3.18 | 9.01 | 8.88 | 5.79 | 9.07 | 9.25 | 8.70 | 5.64 | 4.40 | 3.83 | 0.77 | 0.00 |
| Yield(%) | NA | 3.27 | 3.52 | 2.82 | 2.36 | NA | NA | … | … | NA | 0.99 | 2.95 | 3.62 | 3.04 | 1.52 | 2.12 | 1.71 | 0.89 | 3.16 | 1.56 | 2.29 | 1.66 | 2.12 | 1.85 | 2.35 | 2.21 | 2.03 | 2.27 | 3.27 | 3.49 | 1.58 | 1.12 | 1.23 | 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 |
|---|---|---|---|---|
| Seven Core Asset ETFs Tactical Asset Allocation Moderate |
-1.11%
Dec 2021 – Dec 2024 |
0.29%
Aug 2014 – Aug 2019 |
1.79%
Oct 2013 – Oct 2023 |
3.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Seven Core Asset ETFs Tactical Asset Allocation Moderate |
18.40%
Oct 2004 – Oct 2007 |
14.04%
Oct 2002 – Oct 2007 |
10.12%
Apr 2003 – Apr 2013 |
8.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart