Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Etrade Total Return Bond | -1.43% | 5.51% | 4.36% | 2.19% | 3.26% | 4.34% | 5.05% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade Total Return Bond | 12/31/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.09 | 5.51 | 4.36 | 2.19 | 3.26 | 4.34 | 5.05 | … | … | -1.43 | 9.52 | 2.58 | 1.30 | -2.54 | 1.62 | 1.52 | 12.57 | -1.51 | 7.28 | 4.42 | 1.21 | 5.61 | 5.45 | 16.12 | 6.56 | 11.40 | 17.77 | -11.19 | 8.67 | 11.00 | 4.01 | 8.15 | 28.92 | 3.85 | 7.67 |
| Sharpe Ratio | NA | 0.65 | 0.19 | -0.14 | 0.35 | NA | NA | … | … | -0.61 | 1.81 | -0.21 | -0.49 | -2.19 | 0.52 | 0.15 | 2.97 | -1.20 | 2.81 | 1.23 | 0.33 | 1.85 | 1.56 | 5.21 | 1.67 | 2.35 | 3.36 | -1.59 | 1.26 | 2.19 | 0.56 | 1.01 | 5.32 | 0.69 | 1.11 |
| Standard Deviation(%) | NA | 3.66 | 4.42 | 3.98 | 4.33 | NA | NA | … | … | 4.44 | 3.67 | 4.85 | 4.83 | 1.81 | 3.05 | 8.44 | 3.73 | 2.40 | 2.36 | 3.41 | 3.57 | 3.03 | 3.48 | 3.08 | 3.90 | 4.81 | 5.26 | 7.64 | 4.37 | 3.46 | 3.12 | 7.10 | 5.30 | 3.93 | 4.70 |
| Draw Down(%) | NA | 4.28 | 5.08 | 5.78 | 16.36 | NA | NA | … | … | 4.28 | 2.80 | 5.08 | 3.90 | 3.85 | 2.72 | 16.36 | 2.37 | 3.44 | 0.92 | 3.30 | 3.36 | 3.42 | 5.09 | 2.93 | 3.60 | 4.18 | 3.11 | 18.20 | 3.10 | 2.91 | 2.81 | 7.56 | 6.18 | 5.11 | 4.22 |
| Yield(%) | NA | 5.35 | 5.73 | 4.44 | 4.22 | NA | NA | … | … | 0.87 | 5.27 | 6.42 | 5.30 | 1.91 | 2.88 | 3.09 | 4.16 | 3.83 | 4.62 | 4.02 | 3.99 | 5.19 | 5.83 | 7.53 | 6.39 | 6.05 | 9.98 | 5.46 | 6.09 | 5.52 | 5.98 | 7.28 | 7.24 | 6.30 | 8.48 |
Data as of 03/31/2026, 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 |
|---|---|---|---|---|
| Etrade Total Return Bond |
-1.66%
Feb 2020 – Feb 2023 |
0.60%
Jan 2020 – Jan 2025 |
2.54%
Jun 2014 – Jun 2024 |
4.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade Total Return Bond |
13.96%
Jul 2002 – Jul 2005 |
12.22%
Oct 2002 – Oct 2007 |
9.69%
Dec 2002 – Dec 2012 |
8.20%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart