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 | NA | 3.42% | 1.88% | -0.24% | 1.46% | 3.58% | 4.87% | … | … |
Data as of 04/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDAmeritrade Total Return Bond | 12/31/2000 | 07/02/2025 |
| 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 (%) | 0.76 | 3.42 | 1.88 | -0.24 | 1.46 | 3.58 | 4.87 | … | … | 4.09 | 0.53 | 1.47 | -8.35 | -1.90 | 0.07 | 11.43 | 0.39 | 8.26 | 4.60 | -1.06 | 5.61 | 5.45 | 18.94 | 3.63 | 9.98 | 15.86 | -1.07 | 8.67 | 11.00 | 4.01 | 2.27 | 28.92 | 9.60 | 7.30 |
| Sharpe Ratio | NA | -0.01 | -0.20 | -0.50 | 0.09 | NA | NA | … | … | 0.52 | -0.61 | -0.44 | -2.69 | -0.56 | -0.02 | 2.57 | -0.38 | 3.91 | 1.21 | -0.30 | 1.85 | 1.56 | 7.95 | 0.73 | 2.02 | 2.91 | -0.29 | 1.26 | 2.19 | 0.56 | 0.18 | 5.32 | 2.88 | 1.10 |
| Standard Deviation(%) | NA | 5.28 | 4.59 | 4.33 | 4.51 | NA | NA | … | … | 5.01 | 5.10 | 4.98 | 3.63 | 3.44 | 8.38 | 3.87 | 2.61 | 1.94 | 3.64 | 3.60 | 3.03 | 3.48 | 2.38 | 4.90 | 4.91 | 5.42 | 6.98 | 4.37 | 3.46 | 3.12 | 7.05 | 5.30 | 2.93 | 4.44 |
| Draw Down(%) | NA | 7.44 | 7.44 | 13.04 | 16.90 | NA | NA | … | … | 2.84 | 6.50 | 3.91 | 9.51 | 4.97 | 16.36 | 2.37 | 2.67 | 0.49 | 4.17 | 4.20 | 3.42 | 5.09 | 0.45 | 7.55 | 4.43 | 2.01 | 6.42 | 3.10 | 2.91 | 2.81 | 7.56 | 6.18 | 1.13 | 2.23 |
| Yield(%) | NA | 5.88 | 4.22 | 3.85 | 4.47 | NA | NA | … | … | NA | 3.96 | 5.47 | 1.92 | 3.23 | 3.11 | 3.83 | 4.46 | 5.22 | 4.36 | 6.34 | 5.29 | 5.83 | 7.53 | 5.86 | 6.00 | 10.40 | 5.59 | 6.09 | 5.52 | 5.98 | 7.26 | 7.24 | 6.60 | 6.19 |
Data as of 04/30/2025, 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 |
|---|---|---|---|---|
| TDAmeritrade Total Return Bond |
-5.24%
Feb 2020 – Feb 2023 |
-2.18%
Jan 2020 – Jan 2025 |
1.40%
Jun 2014 – Jun 2024 |
3.58%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDAmeritrade Total Return Bond |
14.99%
Mar 2001 – Mar 2004 |
11.11%
Apr 2002 – Apr 2007 |
9.90%
Dec 2002 – Dec 2012 |
8.61%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart