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 Strategic Asset Allocation – Optimal Moderate | NA | 20.17% | 4.54% | 6.94% | 6.06% | 6.95% | 6.12% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.16 | 20.17 | 4.54 | 6.94 | 6.06 | 6.95 | 6.12 | … | … | -0.04 | 7.83 | 13.18 | -8.96 | 13.01 | 7.53 | 17.97 | -5.76 | 10.11 | 8.44 | -0.42 | 5.09 | 7.78 | 11.10 | 2.98 | 12.25 | 20.01 | -23.40 | 8.43 | 14.11 | 5.39 | 7.64 | 16.80 | -7.00 | -1.47 |
| Sharpe Ratio | NA | 0.23 | -0.06 | 0.31 | 0.43 | NA | NA | … | … | -0.02 | 0.19 | 1.07 | -0.80 | 1.77 | 0.38 | 2.95 | -0.82 | 2.21 | 0.99 | -0.05 | 0.80 | 0.97 | 1.50 | 0.22 | 0.99 | 1.00 | -0.99 | 0.49 | 1.49 | 0.48 | 1.05 | 1.80 | -0.58 | -0.29 |
| Standard Deviation(%) | NA | 6.65 | 9.69 | 11.90 | 9.87 | NA | NA | … | … | 4.26 | 6.68 | 8.31 | 12.96 | 7.33 | 19.29 | 5.61 | 8.60 | 4.29 | 8.29 | 8.72 | 6.33 | 8.02 | 7.38 | 13.70 | 12.27 | 19.98 | 24.49 | 11.03 | 7.30 | 6.74 | 6.39 | 8.97 | 13.90 | 13.13 |
| Draw Down(%) | NA | 3.69 | 17.36 | 22.58 | 22.58 | NA | NA | … | … | 0.28 | 3.69 | 6.58 | 17.36 | 3.62 | 22.58 | 2.81 | 11.22 | 1.59 | 4.98 | 8.28 | 4.90 | 8.70 | 5.07 | 11.60 | 8.98 | 20.08 | 35.43 | 6.35 | 5.46 | 4.58 | 5.90 | 7.96 | 17.97 | 16.28 |
| Yield(%) | NA | 6.12 | 4.69 | 3.81 | 3.12 | NA | NA | … | … | NA | 1.66 | 5.63 | 4.15 | 3.22 | 1.97 | 2.50 | 2.31 | 0.61 | 3.82 | 2.51 | 3.45 | 2.85 | 3.33 | 3.83 | 3.70 | 3.43 | 3.63 | 3.25 | 3.27 | 3.10 | 2.62 | 1.67 | 1.64 | 1.77 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.81%
Feb 2006 – Feb 2009 |
-2.01%
Feb 2004 – Feb 2009 |
4.24%
Oct 2007 – Oct 2017 |
3.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| New Retirement Income ETFs Strategic Asset Allocation – Optimal Moderate |
19.42%
Feb 2009 – Feb 2012 |
14.41%
Feb 2009 – Feb 2014 |
9.37%
Feb 2009 – Feb 2019 |
8.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart