Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Country Stocks Tactical Asset Allocation Moderate | NA | 12.63% | -0.58% | -0.53% | -0.29% | 0.04% | 6.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD Ameritrade Commission Free ETFs Country Stocks 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 (%) | -0.96 | 12.63 | -0.58 | -0.53 | -0.29 | 0.04 | 6.11 | … | … | 0.22 | 0.76 | 9.13 | -11.50 | -2.77 | -5.62 | 15.92 | -16.01 | 12.14 | 7.94 | -9.80 | -1.52 | 1.28 | 5.43 | -15.73 | 9.67 | 11.05 | 13.29 | 27.08 | 38.34 | 36.22 | 11.98 | 53.42 | -7.82 | -4.70 |
| Sharpe Ratio | NA | -0.44 | -0.41 | -0.32 | -0.17 | NA | NA | … | … | 0.03 | -0.58 | 0.47 | -0.84 | -0.26 | -0.25 | 1.86 | -1.59 | 1.36 | 0.56 | -0.84 | -0.13 | 0.12 | 0.51 | -1.02 | 0.63 | 0.74 | 1.77 | 1.29 | 2.33 | 1.71 | 0.50 | 3.51 | -0.57 | -0.43 |
| Standard Deviation(%) | NA | 9.93 | 12.10 | 14.94 | 13.01 | NA | NA | … | … | 5.27 | 9.98 | 10.33 | 15.27 | 10.85 | 23.70 | 7.82 | 10.86 | 8.47 | 13.77 | 11.64 | 11.97 | 10.48 | 10.48 | 15.46 | 15.22 | 14.79 | 6.97 | 18.62 | 15.08 | 19.95 | 21.91 | 15.02 | 15.80 | 16.35 |
| Draw Down(%) | NA | 9.37 | 20.27 | 27.13 | 32.78 | NA | NA | … | … | 0.52 | 9.37 | 8.17 | 20.27 | 10.80 | 27.12 | 4.86 | 23.07 | 4.39 | 6.86 | 14.52 | 13.33 | 10.96 | 13.09 | 21.47 | 12.92 | 11.89 | 5.25 | 11.76 | 15.20 | 11.90 | 24.53 | 6.24 | 22.50 | 21.10 |
| Yield(%) | NA | 4.04 | 3.76 | 3.23 | 2.76 | NA | NA | … | … | NA | 2.00 | 3.97 | 3.00 | 3.22 | 1.52 | 3.55 | 2.24 | 2.22 | 2.18 | 2.54 | 2.84 | 2.23 | 3.34 | 2.98 | 2.23 | 3.36 | 3.10 | 2.95 | 2.76 | 2.42 | 1.82 | 2.16 | 2.24 | 1.43 |
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 |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Country Stocks Tactical Asset Allocation Moderate |
-7.99%
Oct 2019 – Oct 2022 |
-6.00%
Oct 2017 – Oct 2022 |
-2.17%
Oct 2010 – Oct 2020 |
-0.67%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Country Stocks Tactical Asset Allocation Moderate |
42.80%
Oct 2004 – Oct 2007 |
35.92%
Oct 2002 – Oct 2007 |
18.31%
Jun 2001 – Jun 2011 |
12.34%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart
