Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Five Core Asset Index Funds Tactical Asset Allocation Most Aggressive | NA | 0.95% | 3.63% | 13.10% | 7.47% | 9.75% | 12.37% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Five Core Asset Index Funds Tactical Asset Allocation Most Aggressive | 12/31/2000 | 06/04/2025 |
| 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 (%) | -2.96 | 0.95 | 3.63 | 13.10 | 7.47 | 9.75 | 12.37 | … | … | 0.68 | 16.33 | 22.39 | -22.58 | 26.60 | 9.21 | 24.57 | -7.69 | 18.56 | 9.26 | -1.74 | 7.84 | 21.39 | 19.28 | 1.73 | 29.06 | 23.62 | -0.22 | 27.29 | 23.89 | 19.01 | 19.98 | 48.94 | 2.62 | -4.11 |
| Sharpe Ratio | NA | 0.19 | 0.37 | 0.57 | 0.41 | NA | NA | … | … | -0.03 | 1.01 | 1.53 | -1.06 | 1.92 | 0.28 | 2.22 | -0.61 | 2.43 | 0.67 | -0.12 | 0.66 | 1.92 | 1.52 | 0.06 | 1.35 | 1.27 | -0.21 | 1.14 | 1.28 | 1.44 | 1.33 | 5.41 | 0.30 | -1.00 |
| Standard Deviation(%) | NA | 16.16 | 16.00 | 16.60 | 17.05 | NA | NA | … | … | 19.47 | 12.57 | 12.24 | 22.75 | 13.85 | 31.57 | 10.42 | 14.98 | 7.37 | 13.49 | 15.31 | 11.80 | 11.14 | 12.67 | 26.61 | 21.39 | 18.53 | 5.79 | 21.21 | 16.04 | 11.64 | 14.33 | 8.91 | 4.90 | 6.56 |
| Draw Down(%) | NA | 18.36 | 18.36 | 29.03 | 33.83 | NA | NA | … | … | 18.36 | 8.56 | 10.77 | 29.01 | 6.47 | 33.83 | 6.03 | 18.70 | 2.94 | 10.79 | 15.30 | 10.95 | 9.60 | 8.89 | 21.25 | 13.87 | 9.43 | 5.43 | 15.08 | 21.40 | 8.66 | 18.99 | 3.12 | 3.05 | 10.92 |
| Yield(%) | NA | 1.57 | 1.83 | 1.90 | 2.28 | NA | NA | … | … | NA | 0.73 | 1.54 | 1.96 | 2.02 | 1.86 | 2.78 | 1.94 | 2.81 | 3.14 | 2.50 | 3.22 | 2.10 | 3.24 | 2.13 | 2.69 | 5.12 | 4.38 | 3.73 | 3.70 | 4.67 | 4.14 | 7.62 | 6.43 | 4.67 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Five Core Asset Index Funds Tactical Asset Allocation Most Aggressive |
0.33%
Mar 2017 – Mar 2020 |
2.13%
Mar 2015 – Mar 2020 |
6.56%
Oct 2013 – Oct 2023 |
8.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Five Core Asset Index Funds Tactical Asset Allocation Most Aggressive |
32.75%
Apr 2003 – Apr 2006 |
28.83%
Oct 2002 – Oct 2007 |
21.07%
Apr 2003 – Apr 2013 |
17.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart