Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDAmeritrade Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 0.01% | 1.20% | 1.36% | 1.52% | 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 Selected 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 | 1.20 | 1.36 | 1.52 | NA | NA | … | … | 43.50 | 0.02 | 3.61 | 0.25 | 2.95 | 0.09 | 2.44 | -3.86 | 5.68 | 3.42 | 3.17 | 0.95 | 0.71 | 1.89 | 3.64 |
| Sharpe Ratio | NA | 1.17 | 0.66 | 0.54 | 0.37 | NA | NA | … | … | 1.10 | 0.18 | 2.98 | 1.42 | 2.42 | 0.56 | 1.71 | -2.00 | 1.61 | 0.12 | 0.71 | 0.31 | 0.95 | 0.36 | 0.48 |
| Standard Deviation(%) | NA | 37.10 | 21.43 | 16.61 | 11.80 | NA | NA | … | … | 39.71 | 0.00 | 1.20 | 0.14 | 1.21 | 0.00 | 1.37 | 2.38 | 1.67 | 1.33 | 1.41 | 0.02 | 0.02 | 2.19 | 2.76 |
| Draw Down(%) | NA | 2.12 | 2.12 | 2.12 | 5.48 | NA | NA | … | … | 2.12 | 0.00 | 0.67 | 0.00 | 0.69 | 0.00 | 1.84 | 4.06 | 0.94 | 2.12 | 2.38 | 0.00 | 0.00 | 3.25 | 2.34 |
| Yield(%) | NA | 1.09 | 0.87 | 0.80 | 1.80 | NA | NA | … | … | 1.09 | 0.02 | 1.51 | 0.05 | 1.34 | 0.09 | 1.50 | 3.55 | 4.52 | 4.00 | 3.54 | 0.95 | 0.69 | 5.14 | 6.32 |
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 Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-0.48%
Dec 2007 – Dec 2010 |
0.35%
Dec 2007 – Dec 2012 |
1.47%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDAmeritrade Selected No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
14.51%
Oct 2012 – Oct 2015 |
9.16%
Oct 2010 – Oct 2015 |
5.31%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart