Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UK ISA ETF Tactical Asset Allocation Moderate | NA | 6.58% | 3.84% | 2.37% | -36.42% | -0.68% | 3.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UK ISA ETF 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 (%) | 0.17 | 6.58 | 3.84 | 2.37 | -36.42 | -0.68 | 3.65 | … | … | 0.06 | 6.58 | 4.24 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.63 | 0.21 | -99.10 | 36.71 | 4,655.94 | 5.40 | 4.16 | 16.15 | 22.50 | 31.14 | 26.77 | 4.64 | 10.99 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.05 | -0.02 | -0.09 | NA | NA | … | … | NA | -0.02 | -0.05 | 0.00 | 0.02 | 0.05 | 1.02 | 2.25 | 0.06 | 0.93 | -0.07 | 0.03 | 15.48 | 0.98 | 0.20 | 0.41 | 0.15 | 0.20 | 0.13 | 0.01 | 1.68 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 0.55 | 0.38 | 0.32 | 437.24 | NA | NA | … | … | NA | 0.55 | 0.29 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 1,384.32 | 1,290.16 | 300.75 | 5.45 | 21.05 | 39.43 | 145.71 | 148.63 | 179.55 | 160.89 | 5.24 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 99.11 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 99.11 | 98.89 | 16.82 | 3.79 | 9.03 | 17.05 | 33.75 | 28.42 | 38.78 | 38.50 | 3.28 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.80 | 2.32 | 1.61 | 1.13 | NA | NA | … | … | NA | 1.31 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.63 | 0.21 | 0.00 | 1.78 | 18.94 | 14.03 | 0.01 | 0.01 | 0.03 | 0.43 | 1.01 | 1.21 | 1.68 | 0.95 | 0.69 | 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 |
|---|---|---|---|---|
| UK ISA ETF Tactical Asset Allocation Moderate |
-79.18%
Nov 2014 – Nov 2017 |
-60.78%
Nov 2014 – Nov 2019 |
-36.76%
May 2014 – May 2024 |
-1.59%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UK ISA ETF Tactical Asset Allocation Moderate |
309.23%
Nov 2011 – Nov 2014 |
152.73%
Jun 2009 – Jun 2014 |
69.55%
Nov 2004 – Nov 2014 |
4.14%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison Chart