Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Optimal Moderate | NA | 10.43% | 8.95% | 6.43% | 5.00% | 5.48% | 5.07% | … | … |
Data as of 06/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 09/02/2025 |
| 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 (%) | 1.61 | 10.43 | 8.95 | 6.43 | 5.00 | 5.48 | 5.07 | … | … | 7.75 | 12.11 | 8.23 | -13.92 | 8.50 | 10.70 | 18.65 | -9.01 | 10.46 | 5.40 | -3.15 | 2.47 | 11.69 | 11.19 | -6.70 | 11.27 | 29.78 | -25.84 | 8.54 | 13.95 | 8.34 | 10.84 | 24.10 | -7.27 | -6.79 |
| Sharpe Ratio | NA | 0.60 | 0.60 | 0.24 | 0.36 | NA | NA | … | … | 0.53 | 1.11 | 0.47 | -0.98 | 0.95 | 0.48 | 2.59 | -1.01 | 1.91 | 0.59 | -0.35 | 0.35 | 1.53 | 1.41 | -0.40 | 0.80 | 1.26 | -1.01 | 0.47 | 1.42 | 0.91 | 1.24 | 2.55 | -0.66 | -0.77 |
| Standard Deviation(%) | NA | 9.60 | 10.78 | 10.89 | 11.44 | NA | NA | … | … | 10.77 | 7.65 | 9.74 | 15.61 | 8.90 | 21.69 | 6.63 | 10.34 | 5.14 | 8.79 | 8.96 | 7.09 | 7.61 | 7.90 | 16.71 | 13.97 | 23.60 | 26.57 | 11.46 | 7.40 | 6.65 | 7.92 | 9.16 | 12.81 | 12.01 |
| Draw Down(%) | NA | 9.20 | 12.05 | 23.63 | 25.53 | NA | NA | … | … | 9.20 | 4.92 | 9.89 | 23.63 | 4.94 | 25.53 | 3.30 | 16.00 | 3.26 | 7.09 | 9.74 | 5.52 | 7.11 | 5.76 | 19.23 | 11.12 | 18.75 | 38.06 | 6.38 | 6.86 | 4.63 | 7.43 | 7.14 | 19.71 | 19.52 |
| Yield(%) | NA | 2.95 | 3.33 | 3.03 | 2.65 | NA | NA | … | … | 1.49 | 3.14 | 3.29 | 4.83 | 1.69 | 1.38 | 2.95 | 2.48 | 1.92 | 2.63 | 1.97 | 1.83 | 2.17 | 2.95 | 2.41 | 2.37 | 2.47 | 2.33 | 3.27 | 2.87 | 3.15 | 2.21 | 1.86 | 1.15 | 1.67 |
Data as of 06/30/2025, 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_TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
-8.60%
Feb 2006 – Feb 2009 |
-1.67%
Feb 2004 – Feb 2009 |
2.54%
Oct 2013 – Oct 2023 |
2.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
18.33%
Feb 2009 – Feb 2012 |
14.44%
Oct 2002 – Oct 2007 |
8.12%
Feb 2009 – Feb 2019 |
7.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart