Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Retirement Income ETFs Asset Allocation Composite Moderate | 7.10% | 19.28% | 13.05% | 6.97% | 6.71% | 6.56% | 7.40% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Retirement Income 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 (%) | 0.47 | 19.28 | 13.05 | 6.97 | 6.71 | 6.56 | 7.40 | … | … | 7.10 | 14.37 | 7.47 | 9.20 | -12.00 | 14.40 | -4.86 | 19.41 | -2.97 | 12.18 | 7.78 | -1.95 | 8.82 | 10.70 | 11.41 | 5.82 | 7.90 | 20.34 | 3.18 | 3.80 | 16.04 | 4.30 | 9.57 | 16.08 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.07 | 1.16 | 0.39 | 0.60 | NA | NA | … | … | 0.61 | 1.35 | 0.55 | 0.70 | -1.44 | 1.84 | -0.43 | 3.15 | -0.51 | 2.89 | 1.17 | -0.28 | 1.54 | 1.43 | 1.56 | 0.42 | 0.81 | 2.11 | 0.45 | 0.06 | 1.98 | 0.31 | 1.30 | 2.85 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.49 | 8.01 | 8.26 | 8.13 | NA | NA | … | … | 9.69 | 8.53 | 6.98 | 7.95 | 9.30 | 7.80 | 11.88 | 5.69 | 8.49 | 3.99 | 6.46 | 7.03 | 5.72 | 7.48 | 7.27 | 13.65 | 9.64 | 9.62 | 4.90 | 10.82 | 6.37 | 6.52 | 6.62 | 5.39 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.37 | 7.44 | 15.91 | 21.11 | NA | NA | … | … | 6.37 | 7.20 | 4.69 | 6.67 | 12.81 | 3.56 | 21.11 | 2.15 | 8.45 | 1.51 | 4.69 | 8.01 | 3.79 | 7.18 | 4.65 | 10.21 | 7.37 | 3.67 | 5.09 | 6.25 | 3.77 | 4.33 | 6.45 | 1.84 | 0.00 | 0.00 |
| Yield(%) | NA | 6.23 | 4.04 | 3.37 | 3.14 | NA | NA | … | … | NA | NA | 1.74 | 5.47 | 2.41 | 3.81 | 1.39 | 2.65 | 3.23 | 3.12 | 3.25 | 2.00 | 3.32 | 3.71 | 3.54 | 3.56 | 3.42 | 3.95 | 3.33 | 3.74 | 3.81 | 3.08 | 2.92 | 1.99 | 1.11 | 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 |
|---|---|---|---|---|
| Retirement Income ETFs Asset Allocation Composite Moderate |
-1.42%
Dec 2019 – Dec 2022 |
1.67%
Sep 2018 – Sep 2023 |
3.67%
Oct 2013 – Oct 2023 |
5.72%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Retirement Income ETFs Asset Allocation Composite Moderate |
13.34%
Apr 2008 – Apr 2011 |
12.20%
May 2009 – May 2014 |
10.52%
Apr 2003 – Apr 2013 |
9.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart