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 Index Funds Tactical Asset Allocation Most Aggressive | NA | 0.95% | 2.60% | 14.65% | 5.86% | 8.70% | 11.90% | … | … |
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 Index Funds 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 (%) | -2.96 | 0.95 | 2.60 | 14.65 | 5.86 | 8.70 | 11.90 | … | … | -4.93 | 16.33 | 9.68 | -3.21 | 20.94 | 9.21 | 24.86 | -17.79 | 9.25 | 6.63 | -1.74 | 7.84 | 21.39 | 19.28 | 2.60 | 29.06 | 23.62 | 0.82 | 33.73 | 23.89 | 19.01 | 19.98 | 48.94 | 2.62 | -4.11 |
| Sharpe Ratio | NA | -0.18 | -0.13 | 0.61 | 0.29 | NA | NA | … | … | -0.34 | 1.01 | 0.53 | -0.24 | 1.39 | 0.28 | 2.25 | -1.27 | 1.13 | 0.47 | -0.12 | 0.66 | 1.92 | 1.52 | 0.11 | 1.35 | 1.27 | -0.03 | 1.54 | 1.28 | 1.44 | 1.33 | 5.41 | 0.30 | -1.00 |
| Standard Deviation(%) | NA | 15.56 | 14.77 | 15.71 | 16.67 | NA | NA | … | … | 18.24 | 12.57 | 11.41 | 19.60 | 14.99 | 31.57 | 10.40 | 15.14 | 7.60 | 13.64 | 15.31 | 11.80 | 11.14 | 12.67 | 22.87 | 21.39 | 18.53 | 5.74 | 19.84 | 16.04 | 11.64 | 14.33 | 8.91 | 4.90 | 6.56 |
| Draw Down(%) | NA | 18.48 | 20.78 | 21.05 | 33.83 | NA | NA | … | … | 18.48 | 8.56 | 9.46 | 21.05 | 7.71 | 33.83 | 6.03 | 27.52 | 4.89 | 10.79 | 15.30 | 10.95 | 9.60 | 8.89 | 20.00 | 13.87 | 9.43 | 5.43 | 15.08 | 21.40 | 8.66 | 18.99 | 3.12 | 3.05 | 10.92 |
| Yield(%) | NA | 1.51 | 1.44 | 1.59 | 2.05 | NA | NA | … | … | NA | 0.73 | 1.28 | 1.44 | 1.48 | 1.86 | 2.79 | 1.65 | 2.67 | 2.91 | 2.50 | 3.22 | 2.10 | 3.24 | 1.72 | 2.69 | 5.12 | 4.38 | 3.75 | 3.70 | 4.67 | 4.14 | 7.62 | 6.43 | 4.67 |
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 Index Funds Tactical Asset Allocation Most Aggressive |
-4.18%
Mar 2017 – Mar 2020 |
-2.26%
Mar 2015 – Mar 2020 |
5.58%
Oct 2013 – Oct 2023 |
8.14%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset Index Funds Tactical Asset Allocation Most Aggressive |
32.75%
Apr 2003 – Apr 2006 |
28.83%
Oct 2002 – Oct 2007 |
21.90%
Apr 2003 – Apr 2013 |
17.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart