Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Two Core Asset Index Funds Asset Allocation Composite Moderate | 1.32% | 13.85% | 14.01% | 5.68% | 8.34% | 8.02% | 7.99% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Two 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 (%) | 0.02 | 13.85 | 14.01 | 5.68 | 8.34 | 8.02 | 7.99 | … | … | 1.32 | 12.83 | 13.32 | 10.80 | -17.62 | 13.99 | 12.89 | 21.69 | -2.84 | 13.84 | 9.32 | -2.01 | 9.78 | 18.10 | 11.47 | 3.99 | 11.58 | 18.33 | -6.93 | 6.18 | 10.94 | 4.56 | 9.20 | 18.57 | 2.26 | 4.78 |
| Sharpe Ratio | NA | 2.10 | 1.10 | 0.31 | 0.76 | NA | NA | … | … | 0.32 | 0.88 | 1.15 | 0.85 | -1.65 | 1.70 | 1.34 | 2.86 | -0.43 | 3.29 | 1.52 | -0.28 | 1.46 | 2.63 | 1.55 | 0.29 | 1.38 | 2.06 | -0.97 | 0.33 | 1.13 | 0.35 | 1.17 | 2.59 | 0.26 | 0.44 |
| Standard Deviation(%) | NA | 8.05 | 9.58 | 9.68 | 8.83 | NA | NA | … | … | 9.31 | 11.33 | 8.40 | 8.41 | 11.53 | 8.24 | 9.44 | 7.08 | 9.72 | 4.01 | 5.97 | 7.18 | 6.67 | 6.88 | 7.37 | 13.44 | 8.31 | 8.83 | 8.16 | 9.23 | 6.66 | 6.49 | 7.04 | 6.89 | 4.30 | 5.36 |
| Draw Down(%) | NA | 5.79 | 12.21 | 21.73 | 21.73 | NA | NA | … | … | 5.79 | 11.62 | 4.54 | 8.32 | 18.51 | 3.65 | 12.99 | 3.19 | 11.75 | 1.41 | 3.32 | 7.32 | 4.12 | 4.76 | 5.29 | 10.87 | 6.89 | 6.70 | 13.29 | 5.49 | 4.90 | 4.15 | 5.53 | 3.73 | 4.36 | 3.49 |
| Yield(%) | NA | 2.08 | 1.91 | 1.95 | 2.06 | NA | NA | … | … | NA | NA | 0.46 | 2.21 | 1.69 | 1.57 | 1.94 | 2.44 | 2.14 | 2.16 | 2.28 | 2.02 | 2.24 | 2.30 | 2.68 | 2.55 | 2.75 | 3.56 | 3.90 | 3.14 | 3.02 | 2.80 | 2.89 | 3.38 | 4.89 | 5.35 |
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 |
|---|---|---|---|---|
| Two Core Asset Index Funds Asset Allocation Composite Moderate |
-0.14%
Apr 2021 – Apr 2024 |
3.01%
Feb 2004 – Feb 2009 |
5.44%
Oct 2013 – Oct 2023 |
7.14%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Two Core Asset Index Funds Asset Allocation Composite Moderate |
16.12%
Dec 2018 – Dec 2021 |
14.01%
Feb 2009 – Feb 2014 |
10.60%
Sep 2011 – Sep 2021 |
9.33%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart