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 Most Popular Strategic Asset Allocation – Optimal Most Aggressive | NA | 8.10% | 5.47% | 14.55% | 8.20% | 8.64% | 7.66% | … | … |
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 Most Popular 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 (%) | -1.88 | 8.10 | 5.47 | 14.55 | 8.20 | 8.64 | 7.66 | … | … | 6.66 | 13.26 | 17.40 | -15.74 | 21.52 | 10.93 | 24.43 | -8.87 | 19.86 | 11.07 | -2.88 | 4.02 | 17.54 | 17.64 | -3.96 | 15.78 | 34.80 | -40.56 | 8.28 | 23.16 | 11.16 | 14.45 | 32.46 | -19.73 | -10.12 |
| Sharpe Ratio | NA | 0.58 | 0.40 | 0.65 | 0.44 | NA | NA | … | … | 0.25 | 0.89 | 1.13 | -0.84 | 1.80 | 0.34 | 2.16 | -0.70 | 2.85 | 0.77 | -0.20 | 0.42 | 1.57 | 1.35 | -0.17 | 0.80 | 1.13 | -0.93 | 0.27 | 1.52 | 0.81 | 1.22 | 2.09 | -0.85 | -0.57 |
| Standard Deviation(%) | NA | 16.32 | 15.39 | 15.38 | 16.51 | NA | NA | … | … | 21.35 | 10.82 | 12.21 | 20.44 | 11.97 | 31.32 | 10.64 | 14.56 | 6.73 | 14.06 | 14.49 | 9.56 | 11.18 | 12.98 | 23.68 | 19.61 | 30.81 | 44.49 | 19.05 | 13.03 | 11.02 | 11.08 | 15.21 | 24.42 | 22.09 |
| Draw Down(%) | NA | 15.09 | 16.68 | 23.72 | 33.56 | NA | NA | … | … | 15.09 | 7.03 | 10.52 | 23.72 | 5.07 | 33.56 | 5.92 | 18.07 | 1.95 | 10.77 | 13.87 | 8.81 | 9.27 | 11.87 | 21.91 | 14.92 | 27.66 | 53.31 | 11.23 | 12.32 | 6.41 | 7.92 | 12.59 | 31.14 | 28.81 |
| Yield(%) | NA | 2.73 | 2.21 | 2.07 | 2.27 | NA | NA | … | … | NA | 0.38 | 2.69 | 1.68 | 2.12 | 1.62 | 1.95 | 1.93 | 0.31 | 4.06 | 3.78 | 2.92 | 3.30 | 3.59 | 3.09 | 2.91 | 3.69 | 2.39 | 2.58 | 2.71 | 2.60 | 2.14 | 2.22 | 1.46 | 1.11 |
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 Most Popular Strategic Asset Allocation – Optimal Most Aggressive |
-15.47%
Feb 2006 – Feb 2009 |
-4.83%
Feb 2004 – Feb 2009 |
4.02%
Feb 2006 – Feb 2016 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Most Popular Strategic Asset Allocation – Optimal Most Aggressive |
27.29%
Feb 2009 – Feb 2012 |
21.05%
Feb 2009 – Feb 2014 |
13.35%
Feb 2009 – Feb 2019 |
11.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart