Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate | NA | 75.06% | 30.88% | 19.40% | 13.90% | 11.88% | 11.90% | … | … |
Data as of 08/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.58 | 75.06 | 30.88 | 19.40 | 13.90 | 11.88 | 11.90 | … | … | 83.09 | -9.29 | 13.79 | 20.03 | 22.34 | -9.56 | 17.66 | 3.38 | 3.23 | 2.07 | 21.17 | 3.31 | 1.97 | 4.19 | 20.33 | 1.21 | 15.34 | 15.75 | 4.38 | 12.84 | 25.05 | -0.56 | 7.75 |
| Sharpe Ratio | NA | 1.21 | 0.65 | 0.60 | 0.45 | NA | NA | … | … | 1.13 | -0.63 | 1.15 | 1.70 | 1.91 | -0.27 | 2.43 | 0.24 | 0.26 | 0.20 | 2.28 | 0.45 | 0.16 | 0.29 | 1.83 | 0.07 | 0.90 | 1.20 | 0.30 | 1.10 | 3.06 | -0.26 | 1.12 |
| Standard Deviation(%) | NA | 65.55 | 39.51 | 31.61 | 26.45 | NA | NA | … | … | 70.52 | 16.96 | 11.94 | 11.67 | 10.95 | 39.88 | 7.01 | 13.11 | 12.11 | 10.14 | 9.28 | 7.25 | 12.02 | 14.17 | 11.03 | 4.17 | 13.70 | 10.44 | 7.27 | 10.86 | 7.95 | 6.29 | 4.88 |
| Draw Down(%) | NA | 8.99 | 22.35 | 22.35 | 24.81 | NA | NA | … | … | 8.99 | 21.77 | 6.60 | 15.31 | 6.39 | 24.81 | 3.10 | 13.67 | 12.97 | 9.16 | 6.82 | 6.47 | 11.22 | 12.72 | 6.05 | 2.33 | 9.74 | 12.38 | 6.01 | 9.54 | 3.31 | 8.53 | 3.29 |
| Yield(%) | NA | 11.42 | 11.29 | 8.63 | 5.87 | NA | NA | … | … | 3.28 | 20.85 | 4.25 | 6.47 | 1.35 | 8.23 | 0.10 | 2.92 | 5.14 | 4.05 | 4.77 | 2.60 | 2.15 | 2.08 | 2.87 | 3.13 | 4.90 | 4.34 | 4.10 | 1.50 | 4.30 | 4.85 | 6.39 |
Data as of 08/31/2023, 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 |
|---|---|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Modera |
2.89%
Dec 2013 – Dec 2016 |
3.00%
Dec 2013 – Dec 2018 |
5.37%
Mar 2010 – Mar 2020 |
6.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Modera |
36.37%
Mar 2020 – Mar 2023 |
20.92%
Oct 2018 – Oct 2023 |
14.38%
Mar 2013 – Mar 2023 |
12.04%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart