Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDAmeritrade Conservative Fund Plan Tactical Asset Allocation Moderate | NA | 8.40% | 4.07% | 5.05% | 3.62% | 4.61% | 5.36% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDAmeritrade Conservative Fund Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -0.62 | 8.40 | 4.07 | 5.05 | 3.62 | 4.61 | 5.36 | … | … | 4.45 | 9.55 | 6.94 | -9.94 | 8.61 | -0.58 | 10.38 | -1.46 | 9.14 | 4.84 | 0.53 | 7.32 | 4.44 | 7.81 | 5.35 | 11.78 | 17.17 | -0.21 | 7.26 | 6.53 | 2.91 | 6.62 | 22.57 | 4.65 | 8.37 |
| Sharpe Ratio | NA | 1.07 | 0.50 | 0.62 | 0.49 | NA | NA | … | … | 0.43 | 1.03 | 0.67 | -2.13 | 1.84 | -0.09 | 2.96 | -0.67 | 3.47 | 1.18 | 0.13 | 1.92 | 1.25 | 2.19 | 0.94 | 1.83 | 2.93 | -0.21 | 0.82 | 0.70 | 0.17 | 0.95 | 4.47 | 0.78 | 1.10 |
| Standard Deviation(%) | NA | 6.50 | 5.59 | 5.22 | 5.21 | NA | NA | … | … | 7.30 | 5.76 | 4.88 | 5.35 | 4.67 | 9.03 | 3.01 | 4.26 | 2.44 | 3.92 | 3.94 | 3.80 | 3.52 | 3.53 | 5.64 | 6.39 | 5.82 | 5.60 | 5.02 | 4.45 | 3.86 | 5.93 | 4.89 | 4.48 | 5.40 |
| Draw Down(%) | NA | 6.26 | 6.26 | 11.78 | 16.22 | NA | NA | … | … | 6.13 | 3.89 | 4.22 | 11.73 | 2.35 | 16.22 | 1.42 | 5.00 | 1.01 | 3.01 | 3.61 | 3.20 | 4.48 | 2.97 | 4.30 | 6.05 | 3.47 | 5.27 | 3.37 | 4.26 | 3.04 | 6.87 | 6.18 | 4.74 | 4.11 |
| Yield(%) | NA | 2.60 | 3.30 | 3.89 | 3.80 | NA | NA | … | … | NA | 1.54 | 2.66 | 2.87 | 3.73 | 4.32 | 6.10 | 5.73 | 3.30 | 2.69 | 3.19 | 3.78 | 4.37 | 4.88 | 4.30 | 4.17 | 4.99 | 8.25 | 8.33 | 6.09 | 5.21 | 4.62 | 5.69 | 7.36 | 8.53 |
Data as of 03/31/2025, 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 Conservative Fund Plan Tactical Asset Allocation Moderate |
-0.93%
Dec 2019 – Dec 2022 |
0.88%
Sep 2018 – Sep 2023 |
2.73%
Oct 2013 – Oct 2023 |
4.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDAmeritrade Conservative Fund Plan Tactical Asset Allocation Moderate |
12.58%
Feb 2009 – Feb 2012 |
9.92%
Oct 2008 – Oct 2013 |
9.03%
Apr 2001 – Apr 2011 |
7.64%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart