Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDAmeritrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 0.01% | 2.62% | 3.09% | 2.94% | NA | NA | … | … |
Data as of 08/31/2015, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDAmeritrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.01 | 2.62 | 3.09 | 2.94 | NA | NA | … | … | 43.50 | 3.06 | 4.81 | 3.01 | 4.57 | 0.09 | 4.98 | -1.02 | 4.01 | 6.30 | 3.86 | 0.95 | 3.78 | 2.95 | -2.33 |
| Sharpe Ratio | NA | 1.17 | 0.73 | 0.65 | 0.51 | NA | NA | … | … | 1.10 | 2.29 | 3.63 | 3.11 | 2.49 | 0.56 | 3.05 | -0.84 | 0.61 | 1.94 | 1.02 | 0.31 | 3.36 | 0.85 | -1.37 |
| Standard Deviation(%) | NA | 37.10 | 21.44 | 16.64 | 11.82 | NA | NA | … | … | 39.71 | 1.33 | 1.32 | 0.95 | 1.82 | 0.00 | 1.60 | 2.32 | 1.66 | 1.57 | 1.66 | 0.02 | 0.92 | 2.16 | 3.38 |
| Draw Down(%) | NA | 2.12 | 2.12 | 2.12 | 3.99 | NA | NA | … | … | 2.12 | 0.95 | 0.67 | 0.53 | 1.27 | 0.00 | 1.84 | 2.88 | 1.94 | 2.12 | 2.38 | 0.00 | 0.63 | 3.67 | 5.87 |
| Yield(%) | NA | 1.09 | 1.67 | 1.57 | 2.39 | NA | NA | … | … | 1.09 | 0.36 | 3.62 | 1.34 | 1.49 | 0.09 | 2.24 | 4.45 | 4.41 | 4.63 | 4.81 | 0.95 | 1.96 | 5.05 | 6.37 |
Data as of 08/31/2015, 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 No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
0.76%
May 2001 – May 2004 |
1.61%
May 2001 – May 2006 |
2.09%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDAmeritrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
16.11%
Oct 2012 – Oct 2015 |
11.02%
Oct 2010 – Oct 2015 |
6.89%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart