Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Original Morningstar Retiree Moderate ETF Portfolio | NA | 10.13% | 8.39% | 7.64% | 6.27% | 6.78% | NA | … | … |
Data as of 06/04/2025, Common starting date is 03/20/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Original Morningstar Retiree Moderate ETF Portfolio | 03/20/2008 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 10.13 | 8.39 | 7.64 | 6.27 | 6.78 | NA | … | … | 3.29 | 12.54 | 15.40 | -15.40 | 12.09 | 13.28 | 17.19 | -4.41 | 9.23 | 6.63 | -1.05 | 5.78 | 8.36 | 9.62 | 3.82 | 10.05 | 18.65 | -12.74 |
| Sharpe Ratio | NA | 0.59 | 0.47 | 0.55 | 0.52 | NA | NA | … | … | 0.13 | 1.13 | 1.45 | -1.18 | 1.66 | 0.82 | 2.94 | -0.82 | 2.87 | 1.17 | -0.19 | 1.32 | 1.52 | 1.90 | 0.44 | 1.29 | 1.65 | -0.85 |
| Standard Deviation(%) | NA | 11.52 | 10.80 | 10.25 | 9.32 | NA | NA | … | … | 14.88 | 7.90 | 8.12 | 14.28 | 7.27 | 15.83 | 5.34 | 7.07 | 2.99 | 5.50 | 5.80 | 4.37 | 5.47 | 5.03 | 8.66 | 7.69 | 11.22 | 15.65 |
| Draw Down(%) | NA | 10.97 | 12.22 | 20.35 | 20.35 | NA | NA | … | … | 10.97 | 4.54 | 7.50 | 20.07 | 3.20 | 18.80 | 2.41 | 9.50 | 1.35 | 3.57 | 6.29 | 3.26 | 5.71 | 3.48 | 7.14 | 5.29 | 10.76 | 24.47 |
| Yield(%) | NA | 2.93 | 2.69 | 2.59 | 2.11 | NA | NA | … | … | NA | 0.91 | 2.73 | 2.47 | 2.46 | 2.26 | 2.36 | 1.69 | 0.43 | 2.62 | 1.50 | 1.93 | 1.73 | 2.27 | 2.92 | 2.82 | 3.10 | 2.78 |
Data as of 06/04/2025, Common starting date is 03/20/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Original Morningstar Retiree Moderate ETF Portfolio |
2.05%
Sep 2019 – Sep 2022 |
2.70%
Mar 2015 – Mar 2020 |
4.29%
Sep 2012 – Sep 2022 |
5.14%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Original Morningstar Retiree Moderate ETF Portfolio |
15.43%
Feb 2009 – Feb 2012 |
12.10%
Feb 2009 – Feb 2014 |
7.95%
Feb 2009 – Feb 2019 |
7.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart