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 Core Tactical Asset Allocation Moderate | NA | 14.56% | 4.13% | 8.97% | 4.87% | 6.41% | 8.04% | … | … |
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 Core 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 (%) | -1.26 | 14.56 | 4.13 | 8.97 | 4.87 | 6.41 | 8.04 | … | … | 0.69 | 5.53 | 8.39 | -5.11 | 17.48 | 16.38 | 14.85 | -12.90 | 5.23 | 4.35 | -5.73 | 3.35 | 10.12 | 14.17 | 3.72 | 16.22 | 9.40 | 4.36 | 20.88 | 19.37 | 8.75 | 13.31 | 15.61 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.10 | -0.05 | 0.45 | 0.25 | NA | NA | … | … | 0.08 | -0.12 | 0.57 | -0.51 | 1.68 | 0.80 | 2.17 | -1.51 | 0.84 | 0.46 | -0.61 | 0.44 | 1.19 | 1.93 | 0.29 | 1.17 | 0.75 | 0.32 | 1.30 | 1.53 | 0.72 | 1.46 | 2.20 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.73 | 9.84 | 12.71 | 10.65 | NA | NA | … | … | 8.33 | 8.88 | 7.23 | 12.66 | 10.38 | 20.19 | 6.19 | 9.43 | 5.48 | 8.93 | 9.43 | 7.64 | 8.47 | 7.31 | 12.77 | 13.75 | 12.42 | 10.77 | 13.75 | 10.53 | 9.13 | 8.48 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.73 | 15.72 | 21.45 | 21.46 | NA | NA | … | … | 0.66 | 5.73 | 5.73 | 15.72 | 4.94 | 21.45 | 3.43 | 18.61 | 3.19 | 7.63 | 11.28 | 7.80 | 10.01 | 4.44 | 11.07 | 8.74 | 8.56 | 11.11 | 9.52 | 8.68 | 5.97 | 7.99 | 2.64 | 0.00 | 0.00 |
| Yield(%) | NA | 2.36 | 2.52 | 2.47 | 2.41 | NA | NA | … | … | NA | 1.25 | 2.43 | 2.57 | 2.83 | 2.09 | 3.16 | 1.96 | 2.48 | 2.33 | 2.17 | 2.68 | 1.90 | 3.48 | 3.09 | 3.12 | 4.14 | 6.81 | 2.95 | 3.23 | 3.98 | 3.04 | 1.19 | 1.11 | 2.31 |
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 Core Tactical Asset Allocation Moderate |
-2.49%
Mar 2017 – Mar 2020 |
-2.38%
Mar 2015 – Mar 2020 |
3.17%
Mar 2010 – Mar 2020 |
5.24%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Core Tactical Asset Allocation Moderate |
19.70%
Mar 2005 – Mar 2008 |
16.70%
Feb 2003 – Feb 2008 |
13.23%
Apr 2003 – Apr 2013 |
9.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart