Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Scott Burn`s AssetBuilder Model Portfolios ETF Plan Tactical Asset Allocation Moderate | NA | 9.84% | 2.30% | 6.44% | 3.29% | 4.45% | 6.30% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Scott Burn`s AssetBuilder Model Portfolios 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 (%) | -0.77 | 9.84 | 2.30 | 6.44 | 3.29 | 4.45 | 6.30 | … | … | -0.13 | 3.26 | 2.46 | -2.66 | 15.49 | 10.14 | 4.57 | -7.14 | 4.37 | 6.15 | -5.39 | 2.32 | 12.67 | 5.45 | -2.17 | 11.66 | 19.13 | 1.43 | 12.93 | 17.94 | 10.38 | 10.88 | 15.20 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.47 | -0.31 | 0.33 | 0.15 | NA | NA | … | … | -0.06 | -0.53 | -0.22 | -0.33 | 1.69 | 1.17 | 0.67 | -1.01 | 0.68 | 0.83 | -0.89 | 0.34 | 1.70 | 0.92 | -0.21 | 0.85 | 1.46 | 0.05 | 0.73 | 1.04 | 0.76 | 1.30 | 2.14 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.31 | 9.15 | 9.02 | 7.86 | NA | NA | … | … | 3.09 | 6.31 | 8.05 | 12.18 | 9.18 | 8.43 | 4.72 | 8.37 | 5.50 | 7.14 | 6.07 | 6.70 | 7.44 | 5.84 | 10.45 | 13.54 | 13.08 | 10.22 | 13.60 | 14.12 | 10.76 | 7.66 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.54 | 13.69 | 13.69 | 16.81 | NA | NA | … | … | 0.42 | 4.54 | 6.39 | 13.16 | 4.74 | 10.59 | 3.31 | 13.97 | 2.56 | 6.17 | 8.82 | 6.80 | 6.47 | 4.91 | 10.03 | 9.19 | 5.69 | 10.98 | 8.80 | 16.18 | 7.00 | 5.15 | 2.74 | 0.00 | 0.00 |
| Yield(%) | NA | 4.48 | 2.66 | 2.40 | 2.23 | NA | NA | … | … | NA | 0.98 | 4.36 | 1.66 | 1.29 | 2.07 | 2.44 | 1.53 | 0.45 | 3.26 | 1.95 | 2.91 | 1.85 | 2.08 | 1.38 | 2.86 | 3.76 | 1.42 | 3.00 | 3.24 | 2.81 | 2.30 | 0.81 | 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 |
|---|---|---|---|---|
| Scott Burn`s AssetBuilder Model Portfolios ETF Plan Tactical Asset Allocation Moderate |
-1.77%
Feb 2017 – Feb 2020 |
-0.79%
Aug 2014 – Aug 2019 |
1.77%
Oct 2010 – Oct 2020 |
3.88%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Burn`s AssetBuilder Model Portfolios ETF Plan Tactical Asset Allocation Moderate |
17.95%
May 2005 – May 2008 |
15.22%
Apr 2005 – Apr 2010 |
10.82%
Apr 2001 – Apr 2011 |
8.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart