Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| New Retirement Income ETFs Tactical Asset Allocation Moderate | NA | 16.08% | 1.42% | 4.55% | 5.37% | 7.42% | 9.05% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| New Retirement Income ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.44 | 16.08 | 1.42 | 4.55 | 5.37 | 7.42 | 9.05 | … | … | 0.26 | 5.25 | 10.23 | -15.57 | 19.74 | 3.02 | 17.47 | -3.33 | 11.10 | 6.01 | 0.17 | 4.66 | 8.85 | 11.94 | 8.68 | 19.61 | 13.29 | 12.95 | 16.45 | 16.57 | 10.27 | 15.61 | 27.96 | -0.30 | -10.00 |
| Sharpe Ratio | NA | -0.10 | -0.41 | 0.13 | 0.32 | NA | NA | … | … | 0.04 | -0.19 | 0.80 | -1.39 | 2.26 | 0.16 | 2.76 | -0.49 | 2.12 | 0.66 | 0.02 | 0.71 | 1.25 | 1.87 | 0.65 | 1.47 | 1.01 | 1.76 | 0.97 | 1.18 | 0.89 | 1.58 | 4.05 | -0.28 | -1.05 |
| Standard Deviation(%) | NA | 7.05 | 9.20 | 11.19 | 9.68 | NA | NA | … | … | 5.58 | 7.06 | 7.50 | 12.20 | 8.71 | 17.13 | 5.82 | 9.43 | 4.95 | 8.86 | 9.25 | 6.56 | 7.04 | 6.36 | 13.37 | 13.28 | 13.08 | 6.83 | 13.91 | 11.28 | 9.13 | 9.30 | 6.73 | 5.10 | 11.70 |
| Draw Down(%) | NA | 6.65 | 18.60 | 20.53 | 20.53 | NA | NA | … | … | 0.52 | 6.65 | 6.54 | 20.53 | 4.54 | 19.08 | 1.69 | 9.24 | 1.94 | 6.15 | 8.81 | 4.13 | 6.76 | 3.71 | 11.86 | 8.54 | 8.77 | 4.68 | 9.92 | 11.81 | 6.03 | 13.17 | 2.44 | 3.49 | 13.00 |
| Yield(%) | NA | 3.40 | 3.31 | 3.16 | 3.02 | NA | NA | … | … | NA | 2.17 | 2.60 | 3.31 | 3.78 | 2.01 | 3.79 | 2.71 | 2.63 | 2.34 | 2.80 | 3.98 | 2.53 | 3.17 | 3.96 | 2.67 | 3.32 | 3.08 | 3.64 | 2.90 | 4.02 | 3.84 | 2.93 | 2.12 | 1.55 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| New Retirement Income ETFs Tactical Asset Allocation Moderate |
-0.69%
Dec 2021 – Dec 2024 |
2.81%
Sep 2017 – Sep 2022 |
4.29%
Oct 2013 – Oct 2023 |
6.49%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| New Retirement Income ETFs Tactical Asset Allocation Moderate |
20.03%
Apr 2003 – Apr 2006 |
18.34%
Mar 2003 – Mar 2008 |
15.80%
Apr 2003 – Apr 2013 |
12.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart