Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Core ETFs Tactical Asset Allocation Moderate | 2.28% | 10.17% | 11.41% | 6.36% | 6.91% | 5.59% | 6.86% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Core ETFs Tactical Asset Allocation 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 (%) | 0.01 | 10.17 | 11.41 | 6.36 | 6.91 | 5.59 | 6.86 | … | … | 2.28 | 8.75 | 12.94 | 13.31 | -13.73 | 15.10 | 13.74 | 5.61 | -3.94 | 14.67 | 3.54 | -3.12 | 2.59 | 10.81 | 6.02 | 2.65 | 12.10 | 18.72 | -7.19 | 16.86 | 20.41 | 10.03 | 8.47 | 15.61 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.84 | 1.01 | 0.41 | 0.60 | NA | NA | … | … | 0.52 | 0.56 | 1.23 | 1.11 | -1.09 | 1.68 | 1.10 | 0.80 | -0.68 | 2.56 | 0.54 | -0.50 | 0.39 | 1.46 | 1.05 | 0.30 | 0.87 | 1.53 | -1.11 | 0.92 | 1.66 | 0.87 | 0.94 | 2.19 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.26 | 8.75 | 9.98 | 9.17 | NA | NA | … | … | 8.21 | 10.46 | 7.59 | 8.68 | 13.96 | 8.97 | 12.22 | 5.18 | 7.84 | 5.47 | 6.16 | 6.30 | 6.66 | 7.36 | 5.67 | 8.69 | 13.82 | 12.19 | 7.36 | 14.93 | 10.24 | 8.94 | 7.98 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.16 | 10.99 | 17.71 | 17.71 | NA | NA | … | … | 5.16 | 10.63 | 4.07 | 7.28 | 17.69 | 4.33 | 12.01 | 2.82 | 10.64 | 1.99 | 4.66 | 7.59 | 6.73 | 6.49 | 4.52 | 7.45 | 8.63 | 5.83 | 11.28 | 8.85 | 8.95 | 5.65 | 5.53 | 2.64 | 0.00 | 0.00 |
| Yield(%) | NA | 3.57 | 2.56 | 2.52 | 2.26 | NA | NA | … | … | NA | NA | 1.19 | 3.45 | 1.76 | 1.65 | 2.07 | 2.85 | 2.12 | 2.07 | 1.78 | 1.55 | 2.38 | 1.60 | 1.89 | 1.24 | 2.73 | 2.34 | 2.72 | 3.38 | 3.60 | 3.82 | 2.50 | 1.19 | 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 |
|---|---|---|---|---|
| Core ETFs Tactical Asset Allocation Moderate |
0.96%
Dec 2013 – Dec 2016 |
2.11%
Aug 2014 – Aug 2019 |
3.58%
Oct 2013 – Oct 2023 |
4.54%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Core ETFs Tactical Asset Allocation Moderate |
19.08%
Oct 2004 – Oct 2007 |
15.00%
Oct 2002 – Oct 2007 |
10.62%
Apr 2003 – Apr 2013 |
8.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart