Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Retirement Income ETFs Strategic Asset Allocation – Optimal Most Aggressive | NA | 9.18% | 4.88% | 12.88% | 7.69% | 8.65% | 7.45% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Retirement Income ETFs Strategic Asset Allocation – Optimal 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 (%) | 0.06 | 9.18 | 4.88 | 12.88 | 7.69 | 8.65 | 7.45 | … | … | 6.91 | 9.17 | 10.03 | -11.07 | 19.76 | 7.36 | 24.52 | -7.30 | 19.28 | 8.82 | 0.29 | 8.18 | 15.73 | 14.76 | 0.62 | 16.30 | 34.28 | -39.56 | 5.55 | 22.75 | 7.50 | 11.04 | 28.36 | -13.22 | -4.82 |
| Sharpe Ratio | NA | 0.61 | 0.27 | 0.59 | 0.41 | NA | NA | … | … | 0.33 | 0.56 | 0.52 | -0.68 | 1.73 | 0.22 | 2.47 | -0.60 | 2.98 | 0.68 | 0.02 | 0.79 | 1.33 | 1.18 | 0.02 | 0.84 | 1.04 | -0.90 | 0.13 | 1.67 | 0.49 | 0.98 | 1.84 | -0.60 | -0.33 |
| Standard Deviation(%) | NA | 13.47 | 14.04 | 14.13 | 15.95 | NA | NA | … | … | 17.03 | 9.98 | 12.19 | 18.41 | 11.44 | 32.60 | 9.32 | 14.47 | 6.25 | 12.62 | 14.50 | 10.33 | 11.83 | 12.41 | 23.64 | 19.36 | 32.86 | 44.78 | 18.97 | 11.58 | 10.78 | 10.31 | 15.04 | 23.80 | 22.13 |
| Draw Down(%) | NA | 10.82 | 16.69 | 22.20 | 35.15 | NA | NA | … | … | 10.82 | 5.82 | 12.22 | 22.20 | 5.32 | 35.15 | 4.94 | 16.75 | 2.01 | 7.77 | 11.96 | 7.77 | 9.68 | 9.35 | 19.36 | 13.74 | 30.35 | 51.76 | 11.00 | 9.15 | 6.67 | 8.42 | 13.21 | 29.28 | 26.57 |
| Yield(%) | NA | 3.53 | 3.20 | 3.09 | 2.79 | NA | NA | … | … | NA | 0.85 | 3.09 | 3.12 | 3.33 | 2.44 | 2.22 | 2.31 | 0.95 | 3.32 | 2.87 | 3.79 | 3.38 | 3.92 | 3.40 | 3.29 | 3.70 | 2.83 | 2.41 | 2.55 | 2.54 | 2.60 | 2.34 | 1.88 | 1.41 |
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 |
|---|---|---|---|---|
| Retirement Income ETFs Strategic Asset Allocation – Optimal Most Aggressive |
-16.45%
Feb 2006 – Feb 2009 |
-6.48%
Feb 2004 – Feb 2009 |
4.55%
Nov 2006 – Nov 2016 |
4.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Retirement Income ETFs Strategic Asset Allocation – Optimal Most Aggressive |
29.10%
Feb 2009 – Feb 2012 |
21.78%
Feb 2009 – Feb 2014 |
14.39%
Feb 2009 – Feb 2019 |
12.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart