Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Core ETFs Strategic Asset Allocation – Optimal Moderate | 4.60% | 18.25% | 12.87% | 6.03% | 7.92% | 6.63% | 6.12% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Core ETFs Strategic Asset Allocation – Optimal 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 (%) | 0.33 | 18.25 | 12.87 | 6.03 | 7.92 | 6.63 | 6.12 | … | … | 4.60 | 16.09 | 7.67 | 13.28 | -16.38 | 11.05 | 12.45 | 17.92 | -5.45 | 13.75 | 6.22 | -0.60 | 5.32 | 10.22 | 11.67 | 0.33 | 13.05 | 24.23 | -24.92 | 6.35 | 11.80 | 4.68 | 8.00 | 18.08 | -12.02 | 9.58 |
| Sharpe Ratio | NA | 2.07 | 0.99 | 0.29 | 0.56 | NA | NA | … | … | 0.43 | 1.38 | 0.51 | 1.05 | -1.21 | 1.43 | 0.67 | 2.69 | -0.81 | 3.11 | 0.68 | -0.07 | 0.83 | 1.31 | 1.39 | 0.02 | 1.07 | 1.23 | -0.99 | 0.28 | 1.33 | 0.39 | 1.04 | 1.74 | -0.88 | 1.34 |
| Standard Deviation(%) | NA | 7.83 | 9.02 | 10.22 | 10.25 | NA | NA | … | … | 10.10 | 9.56 | 8.01 | 9.14 | 14.72 | 7.68 | 18.26 | 6.12 | 8.45 | 4.21 | 8.81 | 8.89 | 6.39 | 7.76 | 8.34 | 14.89 | 12.12 | 19.56 | 26.19 | 11.41 | 6.33 | 6.23 | 6.74 | 9.97 | 14.94 | 5.34 |
| Draw Down(%) | NA | 6.43 | 9.30 | 23.06 | 23.06 | NA | NA | … | … | 6.43 | 8.43 | 4.13 | 9.30 | 22.68 | 3.67 | 19.90 | 3.16 | 11.19 | 1.38 | 5.68 | 8.76 | 4.75 | 7.18 | 6.65 | 12.54 | 8.31 | 17.58 | 35.13 | 6.79 | 4.59 | 4.21 | 5.08 | 8.08 | 20.34 | 2.44 |
| Yield(%) | NA | 3.68 | 2.82 | 2.64 | 2.45 | NA | NA | … | … | NA | NA | 1.21 | 3.13 | 2.18 | 2.49 | 1.81 | 2.80 | 2.41 | 2.34 | 2.28 | 2.12 | 2.25 | 1.81 | 2.08 | 2.22 | 2.36 | 2.99 | 1.96 | 2.55 | 2.68 | 1.95 | 1.45 | 1.23 | 1.16 | 2.36 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.24%
Feb 2006 – Feb 2009 |
-2.69%
Feb 2004 – Feb 2009 |
3.98%
Dec 2001 – Dec 2011 |
3.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Core ETFs Strategic Asset Allocation – Optimal Moderate |
19.14%
Feb 2009 – Feb 2012 |
14.62%
Feb 2009 – Feb 2014 |
9.59%
Feb 2009 – Feb 2019 |
8.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart