Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Etrade Core Mutual Funds Asset Allocation Composite Moderate | 5.84% | 21.26% | 12.06% | 6.06% | 6.95% | 6.77% | 7.47% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade Core Mutual Funds 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 (%) | 0.53 | 21.26 | 12.06 | 6.06 | 6.95 | 6.77 | 7.47 | … | … | 5.84 | 17.64 | 5.72 | 7.95 | -12.32 | 13.20 | 1.61 | 20.19 | -5.36 | 10.16 | 9.06 | -2.89 | 7.72 | 14.00 | 18.72 | 0.77 | 18.94 | 27.19 | -12.71 | 2.94 | 17.90 | 9.55 | 16.56 | 38.07 | 4.00 | 4.70 |
| Sharpe Ratio | NA | 2.42 | 0.99 | 0.34 | 0.62 | NA | NA | … | … | 0.46 | 1.63 | 0.28 | 0.64 | -1.35 | 1.47 | 0.13 | 3.36 | -0.84 | 1.87 | 1.34 | -0.39 | 1.09 | 1.69 | 2.45 | 0.05 | 1.62 | 2.44 | -1.48 | -0.02 | 1.81 | 0.99 | 1.77 | 5.67 | 0.70 | 0.52 |
| Standard Deviation(%) | NA | 8.49 | 8.65 | 8.61 | 8.30 | NA | NA | … | … | 11.44 | 9.03 | 7.49 | 6.68 | 10.19 | 8.97 | 10.78 | 5.57 | 8.02 | 5.07 | 6.59 | 7.48 | 7.04 | 8.25 | 7.62 | 15.31 | 11.65 | 11.11 | 9.23 | 10.65 | 8.02 | 7.37 | 8.79 | 6.58 | 4.10 | 4.39 |
| Draw Down(%) | NA | 7.60 | 11.58 | 17.97 | 20.71 | NA | NA | … | … | 7.60 | 9.59 | 5.60 | 9.00 | 17.97 | 4.52 | 20.71 | 2.18 | 10.95 | 2.46 | 5.80 | 9.35 | 5.47 | 8.69 | 5.63 | 15.02 | 9.11 | 11.52 | 14.41 | 7.40 | 6.87 | 4.57 | 9.10 | 2.90 | 6.98 | 3.13 |
| Yield(%) | NA | 5.62 | 4.10 | 5.00 | 4.92 | NA | NA | … | … | NA | NA | 1.25 | 5.99 | 2.31 | 5.00 | 3.37 | 7.73 | 5.83 | 3.62 | 4.68 | 3.41 | 7.16 | 6.35 | 7.23 | 4.73 | 12.71 | 14.07 | 4.59 | 6.55 | 8.94 | 6.34 | 5.22 | 6.13 | 7.38 | 7.24 |
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 |
|---|---|---|---|---|
| Etrade Core Mutual Funds Asset Allocation Composite Moderate |
-2.46%
Feb 2006 – Feb 2009 |
2.27%
Mar 2015 – Mar 2020 |
3.55%
Oct 2013 – Oct 2023 |
6.12%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade Core Mutual Funds Asset Allocation Composite Moderate |
21.91%
Jan 2003 – Jan 2006 |
18.20%
Oct 2002 – Oct 2007 |
13.15%
Jan 2003 – Jan 2013 |
11.33%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart