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 Asset Allocation Composite Moderate | 4.75% | 17.63% | 12.21% | 4.74% | 6.92% | 6.43% | 6.99% | … | … |
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 Index 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 (%) | 0.39 | 17.63 | 12.21 | 4.74 | 6.92 | 6.43 | 6.99 | … | … | 4.75 | 14.85 | 6.64 | 5.92 | -16.29 | 13.04 | 10.54 | 19.79 | -4.57 | 12.65 | 7.19 | -2.97 | 9.71 | 9.94 | 12.14 | 2.18 | 10.90 | 21.16 | -6.72 | 5.37 | 15.72 | 7.88 | 13.57 | 22.18 | 4.10 | 4.30 |
| Sharpe Ratio | NA | 2.13 | 0.97 | 0.18 | 0.64 | NA | NA | … | … | 0.44 | 1.33 | 0.40 | 0.28 | -1.82 | 1.78 | 1.16 | 3.09 | -0.74 | 2.66 | 1.10 | -0.43 | 1.66 | 1.39 | 1.67 | 0.15 | 1.14 | 1.88 | -0.86 | 0.21 | 1.75 | 0.88 | 1.86 | 4.00 | 0.83 | 0.42 |
| Standard Deviation(%) | NA | 7.49 | 8.51 | 8.48 | 7.86 | NA | NA | … | … | 9.62 | 8.99 | 7.60 | 8.05 | 9.76 | 7.33 | 8.90 | 5.93 | 8.03 | 4.50 | 6.32 | 7.03 | 5.84 | 7.14 | 7.24 | 13.99 | 9.45 | 11.21 | 8.91 | 10.42 | 7.05 | 6.35 | 6.78 | 5.37 | 3.55 | 4.51 |
| Draw Down(%) | NA | 6.51 | 9.70 | 21.94 | 21.94 | NA | NA | … | … | 6.51 | 8.55 | 4.33 | 8.98 | 16.99 | 3.77 | 13.08 | 2.53 | 9.65 | 2.00 | 4.53 | 8.41 | 4.19 | 7.21 | 5.53 | 11.99 | 7.24 | 7.38 | 13.97 | 6.24 | 5.97 | 4.00 | 7.57 | 2.31 | 3.31 | 2.90 |
| Yield(%) | NA | 2.90 | 2.49 | 2.47 | 2.53 | NA | NA | … | … | NA | NA | 0.53 | 2.92 | 2.06 | 2.13 | 2.26 | 2.96 | 2.54 | 2.63 | 2.78 | 2.22 | 3.05 | 2.68 | 3.07 | 2.93 | 3.01 | 4.08 | 4.15 | 3.62 | 3.69 | 3.57 | 3.64 | 4.27 | 5.26 | 5.52 |
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 Index Funds Asset Allocation Composite Moderate |
-2.07%
Apr 2021 – Apr 2024 |
2.54%
Sep 2018 – Sep 2023 |
3.80%
Oct 2013 – Oct 2023 |
5.79%
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 Asset Allocation Composite Moderate |
16.09%
Mar 2003 – Mar 2006 |
14.19%
Oct 2002 – Oct 2007 |
10.57%
Apr 2003 – Apr 2013 |
9.27%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart