Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation – Optimal Moderate | NA | 21.06% | 2.36% | 6.89% | 5.63% | 6.83% | 6.16% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation – Optimal 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 (%) | -1.12 | 21.06 | 2.36 | 6.89 | 5.63 | 6.83 | 6.16 | … | … | -0.05 | 6.75 | 12.05 | -11.85 | 7.80 | 17.30 | 17.68 | -7.81 | 11.95 | 5.81 | -0.47 | 6.03 | 7.88 | 11.94 | 1.18 | 13.83 | 24.02 | -24.54 | 10.56 | 12.84 | 6.19 | 7.93 | 20.88 | -11.68 | 0.98 |
| Sharpe Ratio | NA | 0.14 | -0.20 | 0.28 | 0.39 | NA | NA | … | … | -0.01 | 0.02 | 0.89 | -1.03 | 0.90 | 0.99 | 2.71 | -1.01 | 2.39 | 0.68 | -0.06 | 1.00 | 1.07 | 1.63 | 0.09 | 1.23 | 1.28 | -1.10 | 0.74 | 1.28 | 0.63 | 0.80 | 1.65 | -0.86 | -0.10 |
| Standard Deviation(%) | NA | 7.83 | 10.10 | 11.66 | 9.80 | NA | NA | … | … | 7.52 | 7.91 | 8.78 | 12.88 | 8.66 | 17.27 | 6.01 | 9.04 | 4.75 | 8.18 | 8.55 | 6.02 | 7.31 | 7.29 | 13.47 | 11.19 | 18.73 | 23.22 | 10.29 | 7.45 | 6.35 | 8.72 | 12.25 | 14.85 | 13.03 |
| Draw Down(%) | NA | 4.62 | 18.10 | 18.61 | 18.61 | NA | NA | … | … | 0.71 | 4.62 | 7.71 | 18.18 | 4.51 | 18.17 | 2.75 | 13.44 | 2.61 | 5.09 | 8.85 | 4.83 | 7.33 | 5.39 | 11.86 | 7.12 | 17.70 | 34.94 | 5.51 | 7.66 | 3.66 | 6.64 | 8.55 | 23.11 | 15.91 |
| Yield(%) | NA | 3.25 | 2.93 | 2.56 | 2.34 | NA | NA | … | … | NA | 1.16 | 2.70 | 2.90 | 2.48 | 1.43 | 2.33 | 1.51 | 0.66 | 3.45 | 2.29 | 3.28 | 2.76 | 3.44 | 3.53 | 3.31 | 2.96 | 3.26 | 2.91 | 2.68 | 2.91 | 1.73 | 0.84 | 0.96 | 1.59 |
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 |
|---|---|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation – Optimal Moderate |
-7.09%
Feb 2006 – Feb 2009 |
-1.65%
Feb 2004 – Feb 2009 |
4.30%
Oct 2013 – Oct 2023 |
4.15%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation – Optimal Moderate |
19.71%
Feb 2009 – Feb 2012 |
14.62%
Feb 2009 – Feb 2014 |
9.16%
Feb 2009 – Feb 2019 |
8.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart