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 Tactical Asset Allocation Most Aggressive | NA | 4.72% | 4.40% | 15.60% | 6.77% | 9.07% | 11.56% | … | … |
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 Tactical Asset Allocation 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 (%) | -2.56 | 4.72 | 4.40 | 15.60 | 6.77 | 9.07 | 11.56 | … | … | -7.14 | 20.54 | 11.32 | -4.09 | 19.93 | 10.63 | 24.33 | -15.16 | 9.94 | 5.25 | -1.12 | 7.61 | 19.37 | 19.43 | 1.44 | 26.82 | 15.11 | 5.18 | 25.28 | 26.49 | 16.92 | 17.57 | 44.78 | 4.20 | 9.26 |
| Sharpe Ratio | NA | -0.19 | -0.08 | 0.62 | 0.31 | NA | NA | … | … | -0.45 | 1.40 | 0.65 | -0.28 | 1.32 | 0.32 | 2.17 | -1.02 | 1.06 | 0.35 | -0.07 | 0.67 | 1.73 | 1.61 | 0.06 | 1.20 | 0.75 | 0.37 | 0.94 | 1.13 | 1.00 | 0.99 | 3.89 | 0.50 | 0.55 |
| Standard Deviation(%) | NA | 15.50 | 14.80 | 15.72 | 17.12 | NA | NA | … | … | 18.64 | 12.09 | 11.75 | 19.52 | 15.04 | 32.72 | 10.52 | 16.26 | 8.73 | 14.19 | 15.34 | 11.25 | 11.19 | 12.07 | 21.87 | 22.31 | 20.01 | 11.49 | 23.45 | 20.40 | 14.63 | 16.75 | 11.32 | 6.09 | 12.49 |
| Draw Down(%) | NA | 18.97 | 20.95 | 21.36 | 33.66 | NA | NA | … | … | 18.97 | 8.41 | 9.23 | 21.36 | 7.43 | 33.66 | 6.03 | 25.00 | 5.10 | 11.14 | 14.13 | 10.50 | 9.15 | 8.90 | 20.28 | 14.24 | 10.36 | 12.83 | 14.47 | 21.77 | 9.15 | 20.18 | 3.50 | 6.74 | 14.15 |
| Yield(%) | NA | 1.52 | 1.25 | 1.41 | 1.71 | NA | NA | … | … | NA | 0.71 | 1.24 | 1.00 | 1.26 | 1.74 | 2.71 | 1.39 | 1.49 | 2.48 | 2.50 | 2.51 | 2.33 | 3.08 | 1.99 | 2.45 | 4.46 | 4.29 | 2.61 | 2.42 | 2.53 | 1.78 | 3.17 | 4.28 | 3.23 |
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 Tactical Asset Allocation Most Aggressive |
-2.74%
Mar 2017 – Mar 2020 |
-1.38%
Mar 2015 – Mar 2020 |
5.94%
Mar 2010 – Mar 2020 |
8.50%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Most Popular Tactical Asset Allocation Most Aggressive |
30.77%
Apr 2003 – Apr 2006 |
26.54%
Apr 2003 – Apr 2008 |
20.16%
Apr 2003 – Apr 2013 |
15.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart