Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation – Optimal Moderate | NA | 7.56% | 2.18% | 7.46% | 4.80% | 5.58% | 5.53% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 7.56 | 2.18 | 7.46 | 4.80 | 5.58 | 5.53 | … | … | 5.93 | 6.55 | 7.26 | -12.87 | 8.56 | 14.28 | 17.00 | -7.28 | 12.33 | 8.80 | -2.94 | 3.99 | 8.31 | 11.71 | -0.29 | 13.70 | 26.28 | -25.31 | 9.95 | 12.20 | 6.45 | 11.97 | 20.82 | -11.53 | -3.27 |
| Sharpe Ratio | NA | 0.58 | 0.14 | 0.36 | 0.37 | NA | NA | … | … | 0.39 | 0.37 | 0.40 | -1.13 | 1.01 | 0.74 | 2.46 | -0.92 | 2.44 | 0.98 | -0.32 | 0.60 | 1.01 | 1.51 | -0.02 | 1.06 | 1.20 | -1.01 | 0.64 | 1.17 | 0.60 | 1.31 | 1.90 | -0.88 | -0.44 |
| Standard Deviation(%) | NA | 9.60 | 10.18 | 10.07 | 10.40 | NA | NA | … | … | 11.90 | 7.86 | 8.94 | 12.70 | 8.49 | 19.01 | 6.31 | 9.43 | 4.79 | 8.76 | 9.19 | 6.61 | 8.17 | 7.72 | 15.41 | 12.88 | 21.74 | 26.01 | 10.67 | 7.53 | 6.95 | 8.36 | 10.56 | 14.46 | 12.88 |
| Draw Down(%) | NA | 8.65 | 13.62 | 20.45 | 20.94 | NA | NA | … | … | 7.86 | 4.74 | 9.66 | 20.34 | 4.22 | 20.94 | 3.21 | 14.03 | 2.03 | 5.97 | 10.36 | 5.43 | 8.83 | 5.48 | 14.29 | 9.00 | 19.89 | 37.38 | 6.34 | 7.58 | 4.27 | 7.24 | 8.79 | 23.63 | 15.97 |
| Yield(%) | NA | 3.51 | 3.22 | 2.82 | 2.43 | NA | NA | … | … | NA | 0.92 | 3.15 | 3.29 | 2.53 | 1.79 | 2.49 | 1.82 | 0.46 | 4.01 | 1.86 | 2.30 | 2.59 | 3.03 | 2.94 | 2.67 | 3.00 | 3.14 | 3.29 | 3.01 | 3.34 | 2.11 | 1.39 | 1.27 | 1.74 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation – Optimal Moderate |
-8.23%
Feb 2006 – Feb 2009 |
-1.70%
Feb 2004 – Feb 2009 |
3.46%
Oct 2013 – Oct 2023 |
3.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation – Optimal Moderate |
20.62%
Feb 2009 – Feb 2012 |
15.26%
Feb 2009 – Feb 2014 |
9.41%
Feb 2009 – Feb 2019 |
7.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart