Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Forbes 2012 Low Cost ETF Plan Tactical Asset Allocation Moderate | NA | 56.16% | 11.65% | 12.15% | 6.01% | 6.54% | 7.16% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Forbes 2012 Low Cost 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 (%) | -0.79 | 56.16 | 11.65 | 12.15 | 6.01 | 6.54 | 7.16 | … | … | 0.59 | 49.01 | 13.36 | -17.81 | 9.17 | 16.52 | 3.85 | -6.01 | 9.47 | 4.54 | -8.10 | 1.33 | 9.53 | 4.18 | 15.41 | 4.16 | 6.73 | -0.76 | 17.02 | 13.38 | 10.31 | 3.10 | 4.40 | 1.74 | 2.31 |
| Sharpe Ratio | NA | 1.74 | 0.47 | 0.64 | 0.39 | NA | NA | … | … | 0.09 | 1.68 | 1.72 | -1.23 | 1.02 | 1.49 | 0.45 | -0.92 | 1.57 | 0.64 | -1.45 | 0.20 | 1.29 | 0.66 | 1.34 | 0.34 | 0.53 | -0.17 | 0.92 | 0.82 | 1.02 | 0.30 | 0.59 | 0.19 | 0.01 |
| Standard Deviation(%) | NA | 25.19 | 17.44 | 14.90 | 11.46 | NA | NA | … | … | 6.31 | 25.19 | 5.29 | 15.60 | 8.98 | 10.94 | 5.47 | 7.93 | 5.63 | 6.74 | 5.61 | 6.53 | 7.37 | 6.27 | 11.51 | 11.88 | 12.54 | 9.64 | 15.20 | 12.29 | 8.02 | 7.24 | 6.29 | 3.39 | 0.05 |
| Draw Down(%) | NA | 3.92 | 21.03 | 21.52 | 21.52 | NA | NA | … | … | 0.51 | 3.92 | 3.90 | 21.51 | 5.74 | 12.89 | 3.54 | 12.05 | 2.74 | 6.58 | 9.73 | 5.89 | 6.05 | 4.70 | 5.83 | 8.53 | 8.32 | 10.24 | 10.07 | 14.18 | 5.80 | 8.22 | 8.24 | 2.50 | 0.00 |
| Yield(%) | NA | 2.35 | 1.74 | 2.90 | 2.36 | NA | NA | … | … | NA | 0.71 | 2.65 | 1.00 | 1.12 | 6.54 | 2.76 | 1.14 | 0.84 | 2.88 | 1.61 | 2.62 | 1.18 | 2.93 | 1.56 | 2.62 | 3.46 | 1.33 | 1.65 | 2.44 | 2.77 | 1.87 | 1.79 | 1.39 | 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 |
|---|---|---|---|---|
| Forbes 2012 Low Cost ETF Plan Tactical Asset Allocation Moderate |
-1.03%
Jun 2014 – Jun 2017 |
-0.69%
Aug 2014 – Aug 2019 |
1.33%
Sep 2012 – Sep 2022 |
2.76%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Forbes 2012 Low Cost ETF Plan Tactical Asset Allocation Moderate |
15.91%
Oct 2004 – Oct 2007 |
12.86%
Nov 2019 – Nov 2024 |
8.98%
Aug 2004 – Aug 2014 |
6.60%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart