Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Optimal Most Aggressive | NA | 7.77% | 5.14% | 14.99% | 8.18% | 8.65% | 7.14% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset 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 (%) | -2.12 | 7.77 | 5.14 | 14.99 | 8.18 | 8.65 | 7.14 | … | … | 5.77 | 13.90 | 17.25 | -16.11 | 22.05 | 12.62 | 25.71 | -9.51 | 19.14 | 11.80 | -3.77 | 5.36 | 16.98 | 16.56 | -4.46 | 16.93 | 37.11 | -39.83 | 6.73 | 15.81 | 5.10 | 11.83 | 29.79 | -21.03 | 14.30 |
| Sharpe Ratio | NA | 0.60 | 0.39 | 0.66 | 0.44 | NA | NA | … | … | 0.21 | 0.94 | 1.10 | -0.85 | 1.78 | 0.39 | 2.27 | -0.76 | 2.76 | 0.82 | -0.26 | 0.52 | 1.43 | 1.19 | -0.18 | 0.82 | 1.17 | -0.94 | 0.19 | 1.19 | 0.27 | 0.97 | 1.75 | -0.88 | 1.36 |
| Standard Deviation(%) | NA | 16.18 | 15.46 | 15.53 | 16.68 | NA | NA | … | … | 21.02 | 10.94 | 12.41 | 20.64 | 12.35 | 31.95 | 10.69 | 14.27 | 6.69 | 14.15 | 14.67 | 10.32 | 11.84 | 13.84 | 25.15 | 20.52 | 31.61 | 43.51 | 18.60 | 10.44 | 10.51 | 11.18 | 16.58 | 25.29 | 8.75 |
| Draw Down(%) | NA | 15.37 | 16.41 | 23.59 | 34.35 | NA | NA | … | … | 15.37 | 7.05 | 10.73 | 23.59 | 5.62 | 34.35 | 5.85 | 18.43 | 2.18 | 11.05 | 14.47 | 8.48 | 9.36 | 12.03 | 22.97 | 14.88 | 27.20 | 52.14 | 11.29 | 7.79 | 7.22 | 8.82 | 13.19 | 32.58 | 4.04 |
| Yield(%) | NA | 3.45 | 2.64 | 2.83 | 2.68 | NA | NA | … | … | NA | 0.80 | 3.08 | 2.05 | 2.95 | 2.23 | 3.04 | 2.02 | 1.07 | 3.97 | 3.23 | 2.93 | 2.54 | 2.62 | 2.18 | 2.20 | 2.42 | 2.09 | 1.42 | 1.37 | 0.60 | 0.90 | 0.82 | 0.59 | 2.19 |
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 |
|---|---|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Optimal Most Aggressive |
-16.15%
Feb 2006 – Feb 2009 |
-7.18%
Feb 2004 – Feb 2009 |
3.22%
Dec 2001 – Dec 2011 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Strategic Asset Allocation – Optimal Most Aggressive |
27.29%
Feb 2009 – Feb 2012 |
20.84%
Feb 2009 – Feb 2014 |
13.23%
Feb 2009 – Feb 2019 |
11.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart