Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_Etrade All Star Funds Tactical Asset Allocation Moderate | NA | 1.29% | 123.76% | 65.14% | 32.16% | 25.14% | 22.90% | … | … |
Data as of 08/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_Etrade All Star Funds 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 (%) | 1.31 | 1.29 | 123.76 | 65.14 | 32.16 | 25.14 | 22.90 | … | … | 1.96 | 190.91 | 242.84 | 10.60 | 13.68 | -3.13 | 14.05 | 4.50 | -3.52 | 5.03 | 10.16 | 9.29 | 4.29 | 14.86 | 35.59 | -6.40 | 21.42 | 19.78 | 14.51 | 16.66 | 23.13 | 10.98 | 6.05 |
| Sharpe Ratio | NA | 0.11 | 0.45 | 0.31 | 0.21 | NA | NA | … | … | -0.26 | 0.42 | 2.23 | 1.13 | 2.63 | -0.57 | 2.61 | 0.77 | -0.55 | 0.87 | 1.59 | 2.19 | 0.51 | 1.27 | 3.95 | -1.18 | 1.53 | 1.71 | 1.75 | 1.84 | 4.75 | 1.91 | 0.72 |
| Standard Deviation(%) | NA | 7.56 | 267.15 | 206.97 | 146.36 | NA | NA | … | … | 6.91 | 450.87 | 108.79 | 9.21 | 4.67 | 7.83 | 5.14 | 5.55 | 6.44 | 5.77 | 6.35 | 4.22 | 8.40 | 11.61 | 9.00 | 6.23 | 12.02 | 9.64 | 7.04 | 8.54 | 4.72 | 5.17 | 5.21 |
| Draw Down(%) | NA | 7.63 | 95.74 | 95.74 | 95.74 | NA | NA | … | … | 7.63 | 95.74 | 3.97 | 11.65 | 2.00 | 10.11 | 2.10 | 6.10 | 9.60 | 5.43 | 6.15 | 3.69 | 7.00 | 8.62 | 4.48 | 9.60 | 9.88 | 13.44 | 5.10 | 11.75 | 4.83 | 6.54 | 4.38 |
| Yield(%) | NA | 3.92 | 159.66 | 97.42 | 50.21 | NA | NA | … | … | 2.22 | 237.13 | 237.34 | 4.10 | 5.79 | 2.62 | 0.71 | 4.06 | 3.05 | 4.13 | 4.35 | 4.50 | 3.76 | 3.20 | 3.97 | 4.88 | 9.78 | 7.27 | 5.14 | 3.16 | 4.17 | 4.04 | 6.51 |
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_Etrade All Star Funds Tactical Asset Allocation Moderate |
1.82%
Nov 2013 – Nov 2016 |
3.17%
Mar 2015 – Mar 2020 |
5.31%
Apr 2010 – Apr 2020 |
9.11%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_Etrade All Star Funds Tactical Asset Allocation Moderate |
135.35%
Mar 2019 – Mar 2022 |
71.87%
Mar 2017 – Mar 2022 |
34.15%
Mar 2012 – Mar 2022 |
26.91%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart