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 Asset Allocation Composite Moderate | 4.99% | 18.15% | 12.85% | 7.29% | 7.83% | 6.52% | 6.87% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset ETFs Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.31 | 18.15 | 12.85 | 7.29 | 7.83 | 6.52 | 6.87 | … | … | 4.99 | 15.73 | 7.68 | 13.32 | -11.09 | 9.97 | 6.58 | 17.46 | -5.74 | 13.63 | 6.07 | -1.60 | 5.92 | 9.98 | 12.21 | 0.17 | 6.33 | 15.86 | 0.93 | 5.10 | 12.09 | 4.68 | 8.00 | 15.77 | -5.65 | 2.31 |
| Sharpe Ratio | NA | 2.04 | 1.01 | 0.43 | 0.54 | NA | NA | … | … | 0.44 | 1.32 | 0.51 | 1.11 | -0.97 | 1.32 | 0.31 | 2.66 | -0.84 | 3.05 | 0.66 | -0.18 | 0.93 | 1.32 | 1.48 | 0.01 | 0.57 | 1.58 | -0.96 | 0.17 | 1.38 | 0.39 | 1.04 | 2.28 | -1.58 | -2.43 |
| Standard Deviation(%) | NA | 8.02 | 9.00 | 9.66 | 10.37 | NA | NA | … | … | 10.31 | 9.73 | 7.97 | 8.70 | 12.85 | 7.55 | 20.34 | 6.01 | 8.49 | 4.26 | 8.94 | 9.12 | 6.33 | 7.56 | 8.23 | 15.07 | 10.95 | 9.99 | 0.04 | 11.40 | 6.29 | 6.23 | 6.74 | 6.60 | 4.31 | 0.05 |
| Draw Down(%) | NA | 6.68 | 8.85 | 17.03 | 22.51 | NA | NA | … | … | 6.68 | 8.55 | 4.05 | 8.85 | 16.99 | 3.74 | 22.51 | 3.07 | 10.83 | 1.27 | 6.07 | 9.67 | 4.75 | 6.91 | 6.32 | 12.87 | 9.81 | 4.75 | 0.00 | 7.07 | 4.44 | 4.21 | 5.08 | 2.52 | 6.44 | 0.00 |
| Yield(%) | NA | 3.67 | 2.73 | 2.66 | 2.59 | NA | NA | … | … | NA | NA | 1.17 | 3.46 | 1.92 | 1.88 | 2.24 | 3.15 | 2.20 | 2.64 | 2.77 | 2.40 | 2.87 | 2.05 | 2.78 | 3.05 | 2.62 | 2.48 | 0.92 | 2.61 | 2.74 | 1.95 | 1.45 | 1.17 | 1.25 | 2.31 |
Data as of 02/27/2026, 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 Asset Allocation Composite Moderate |
0.91%
Sep 2019 – Sep 2022 |
2.05%
Mar 2015 – Mar 2020 |
3.95%
Oct 2013 – Oct 2023 |
4.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Asset Allocation Composite Moderate |
13.72%
Sep 2022 – Sep 2025 |
10.32%
Jun 2009 – Jun 2014 |
8.55%
Apr 2003 – Apr 2013 |
7.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart