Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDAmeritrade Total Return Bond Plan Tactical Asset Allocation Moderate | NA | 6.41% | 1.72% | 1.50% | 2.12% | 2.54% | 3.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDAmeritrade Total Return Bond 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 (%) | -0.06 | 6.41 | 1.72 | 1.50 | 2.12 | 2.54 | 3.25 | … | … | -0.20 | 4.22 | 3.17 | -2.51 | 0.79 | 1.37 | 8.54 | 0.94 | 3.68 | 1.93 | -0.38 | 2.30 | 1.46 | 4.45 | 1.28 | 6.44 | 14.54 | -1.56 | 5.34 | 6.43 | 2.92 | -0.50 | 28.92 | 9.60 | 7.30 |
| Sharpe Ratio | NA | -1.16 | -1.31 | -0.52 | 0.27 | NA | NA | … | … | -0.24 | -1.17 | -0.55 | -2.75 | 0.72 | 0.31 | 2.61 | -0.35 | 3.84 | 1.18 | -0.29 | 1.85 | 1.02 | 4.70 | 0.59 | 2.42 | 2.89 | -0.36 | 1.33 | 2.21 | 0.60 | -0.30 | 5.32 | 2.89 | 1.12 |
| Standard Deviation(%) | NA | 2.02 | 1.83 | 2.22 | 1.96 | NA | NA | … | … | 1.07 | 2.03 | 1.98 | 1.42 | 1.07 | 3.67 | 2.74 | 1.06 | 0.80 | 1.46 | 1.43 | 1.24 | 1.40 | 0.94 | 2.12 | 2.62 | 5.00 | 6.94 | 1.77 | 1.43 | 1.25 | 4.81 | 5.30 | 2.93 | 4.44 |
| Draw Down(%) | NA | 1.31 | 3.34 | 6.78 | 6.78 | NA | NA | … | … | 0.22 | 1.30 | 1.25 | 3.76 | 0.72 | 6.78 | 1.34 | 0.72 | 0.19 | 1.66 | 1.67 | 1.41 | 2.08 | 0.54 | 3.04 | 2.58 | 2.01 | 6.42 | 1.11 | 0.97 | 0.92 | 7.56 | 6.18 | 1.13 | 2.23 |
| Yield(%) | NA | 5.72 | 3.72 | 2.95 | 2.75 | NA | NA | … | … | NA | 4.28 | 4.74 | 1.60 | 1.45 | 1.90 | 2.90 | 2.63 | 2.47 | 1.84 | 2.52 | 2.10 | 2.31 | 3.15 | 2.24 | 4.26 | 7.27 | 5.59 | 4.23 | 4.20 | 3.72 | 3.99 | 7.24 | 6.60 | 6.19 |
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 |
|---|---|---|---|---|
| TDAmeritrade Total Return Bond Plan Tactical Asset Allocation Moderate |
-0.70%
Feb 2020 – Feb 2023 |
1.29%
Aug 2019 – Aug 2024 |
1.72%
Feb 2013 – Feb 2023 |
2.48%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDAmeritrade Total Return Bond Plan Tactical Asset Allocation Moderate |
14.99%
Mar 2001 – Mar 2004 |
9.47%
Apr 2001 – Apr 2006 |
7.78%
Apr 2001 – Apr 2011 |
5.70%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart