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 Strategic Asset Allocation – Optimal Moderate | NA | 11.76% | -1.20% | -0.81% | 0.88% | 2.62% | 3.69% | … | … |
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 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 (%) | -0.29 | 11.76 | -1.20 | -0.81 | 0.88 | 2.62 | 3.69 | … | … | -0.08 | 3.58 | 4.46 | -12.22 | 0.19 | -0.54 | 8.48 | -1.05 | 4.07 | 3.62 | -0.74 | 7.09 | 2.35 | 12.46 | -0.73 | 7.50 | 18.35 | -1.18 | 8.25 | 6.96 | 3.97 | 1.77 | 16.80 | 10.88 | 9.49 |
| Sharpe Ratio | NA | -0.60 | -1.03 | -0.64 | -0.16 | NA | NA | … | … | -0.10 | -0.73 | 0.04 | -2.19 | 0.07 | -0.09 | 2.12 | -0.97 | 2.15 | 1.47 | -0.21 | 2.28 | 0.75 | 6.63 | -0.15 | 1.64 | 3.56 | -0.30 | 1.25 | 1.23 | 0.58 | 0.12 | 3.41 | 3.45 | 1.87 |
| Standard Deviation(%) | NA | 4.09 | 5.43 | 5.69 | 4.47 | NA | NA | … | … | 1.48 | 4.13 | 5.70 | 6.21 | 2.46 | 8.21 | 3.34 | 2.44 | 1.60 | 2.32 | 3.65 | 3.11 | 3.10 | 1.87 | 5.05 | 4.52 | 5.13 | 7.05 | 4.20 | 3.00 | 3.13 | 6.96 | 4.73 | 2.83 | 3.84 |
| Draw Down(%) | NA | 2.85 | 15.73 | 20.02 | 20.02 | NA | NA | … | … | 0.17 | 2.85 | 6.52 | 16.17 | 2.80 | 16.36 | 2.37 | 3.30 | 0.64 | 2.14 | 4.03 | 3.00 | 5.14 | 0.45 | 7.22 | 4.43 | 2.01 | 6.65 | 3.04 | 2.52 | 2.80 | 7.57 | 6.18 | 1.05 | 2.38 |
| Yield(%) | NA | 5.43 | 4.51 | 4.71 | 4.22 | NA | NA | … | … | NA | 1.96 | 4.99 | 4.71 | 2.61 | 6.12 | 3.63 | 3.81 | 1.30 | 3.99 | 3.84 | 5.92 | 5.29 | 5.46 | 6.11 | 6.40 | 7.49 | 5.57 | 6.15 | 5.90 | 3.85 | 6.59 | 7.05 | 6.96 | 6.85 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.19%
Oct 2019 – Oct 2022 |
-1.85%
Sep 2017 – Sep 2022 |
0.55%
Oct 2013 – Oct 2023 |
2.41%
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 Strategic Asset Allocation – Optimal Moderate |
12.06%
Mar 2001 – Mar 2004 |
8.71%
Apr 2005 – Apr 2010 |
8.00%
Apr 2001 – Apr 2011 |
6.65%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison Chart