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 Asset Allocation Composite Moderate | 4.91% | 17.86% | 13.09% | 5.81% | 7.19% | 6.69% | 7.36% | … | … |
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 Most Popular 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 (%) | 0.30 | 17.86 | 13.09 | 5.81 | 7.19 | 6.69 | 7.36 | … | … | 4.91 | 16.09 | 7.79 | 7.89 | -16.65 | 14.07 | 8.69 | 19.24 | -3.96 | 13.56 | 7.41 | -3.28 | 9.00 | 10.72 | 11.81 | 2.50 | 8.40 | 16.82 | 3.31 | 3.95 | 15.69 | 6.55 | 10.93 | 17.53 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.95 | 0.97 | 0.28 | 0.65 | NA | NA | … | … | 0.41 | 1.33 | 0.53 | 0.50 | -1.83 | 1.88 | 0.81 | 2.91 | -0.63 | 3.23 | 1.10 | -0.46 | 1.52 | 1.39 | 1.58 | 0.17 | 0.86 | 1.64 | 0.18 | 0.08 | 1.65 | 0.63 | 1.45 | 2.95 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 8.06 | 9.10 | 8.95 | 8.35 | NA | NA | … | … | 10.45 | 9.92 | 7.90 | 8.50 | 9.90 | 7.49 | 10.45 | 6.10 | 8.50 | 4.00 | 6.55 | 7.19 | 5.90 | 7.71 | 7.41 | 14.33 | 9.70 | 10.23 | 12.70 | 10.67 | 7.45 | 6.76 | 6.88 | 5.69 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.82 | 8.89 | 20.67 | 20.67 | NA | NA | … | … | 6.82 | 8.71 | 4.46 | 8.89 | 17.19 | 3.83 | 13.79 | 2.61 | 9.42 | 1.51 | 4.27 | 7.86 | 3.95 | 7.30 | 5.56 | 11.41 | 7.31 | 4.39 | 13.39 | 6.49 | 5.84 | 4.10 | 5.69 | 2.08 | 0.00 | 0.00 |
| Yield(%) | NA | 3.32 | 2.59 | 2.44 | 2.51 | NA | NA | … | … | NA | NA | 1.02 | 2.90 | 1.96 | 2.22 | 2.10 | 2.42 | 2.66 | 2.61 | 2.84 | 2.29 | 2.76 | 2.55 | 3.07 | 2.94 | 2.95 | 3.67 | 4.31 | 3.50 | 3.50 | 3.09 | 2.00 | 1.88 | 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 |
|---|---|---|---|---|
| Six Core Asset ETFs Most Popular Asset Allocation Composite Moderate |
-1.04%
Dec 2021 – Dec 2024 |
2.66%
Sep 2018 – Sep 2023 |
3.98%
Oct 2013 – Oct 2023 |
5.96%
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 Asset Allocation Composite Moderate |
13.92%
Dec 2018 – Dec 2021 |
11.80%
Oct 2008 – Oct 2013 |
10.36%
Apr 2003 – Apr 2013 |
8.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart