Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Core ETFs Asset Allocation Composite Moderate | 5.09% | 19.01% | 12.61% | 5.52% | 7.02% | 6.54% | 6.52% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Core ETFs 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 (%) | 0.35 | 19.01 | 12.61 | 5.52 | 7.02 | 6.54 | 6.52 | … | … | 5.09 | 16.46 | 7.89 | 5.70 | -15.71 | 14.07 | 8.23 | 19.42 | -4.05 | 11.80 | 6.96 | -1.92 | 8.48 | 10.86 | 11.22 | 2.69 | 11.14 | 16.50 | -9.24 | 2.33 | 13.03 | 4.68 | 8.00 | 16.10 | -3.38 | 4.72 |
| Sharpe Ratio | NA | 2.13 | 1.01 | 0.25 | 0.65 | NA | NA | … | … | 0.45 | 1.44 | 0.54 | 0.24 | -1.72 | 1.83 | 0.99 | 2.98 | -0.67 | 2.78 | 1.03 | -0.27 | 1.40 | 1.44 | 1.46 | 0.18 | 1.15 | 1.48 | -1.04 | -0.07 | 1.51 | 0.39 | 1.04 | 2.19 | -0.92 | 1.27 |
| Standard Deviation(%) | NA | 8.00 | 8.93 | 8.90 | 8.00 | NA | NA | … | … | 10.49 | 9.43 | 7.94 | 8.51 | 9.99 | 7.68 | 8.07 | 6.02 | 8.12 | 4.01 | 6.53 | 7.26 | 6.06 | 7.50 | 7.66 | 14.50 | 9.62 | 11.12 | 9.78 | 11.39 | 6.37 | 6.23 | 6.74 | 7.02 | 4.93 | 1.81 |
| Draw Down(%) | NA | 6.62 | 8.75 | 20.78 | 20.78 | NA | NA | … | … | 6.62 | 8.27 | 4.09 | 8.75 | 16.31 | 3.85 | 10.82 | 2.62 | 9.62 | 1.60 | 4.51 | 7.77 | 4.03 | 6.95 | 5.80 | 12.03 | 7.02 | 6.73 | 13.38 | 7.74 | 3.99 | 4.21 | 5.08 | 2.66 | 6.79 | 0.82 |
| Yield(%) | NA | 3.66 | 2.75 | 2.62 | 2.45 | NA | NA | … | … | NA | NA | 1.14 | 3.20 | 2.02 | 2.55 | 1.77 | 2.99 | 2.48 | 2.41 | 2.42 | 1.80 | 2.29 | 1.74 | 2.12 | 2.29 | 2.35 | 3.03 | 1.31 | 2.78 | 2.99 | 1.95 | 1.45 | 1.19 | 1.13 | 2.32 |
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 Asset Allocation Composite Moderate |
-1.77%
Apr 2021 – Apr 2024 |
1.91%
Feb 2004 – Feb 2009 |
3.75%
Oct 2013 – Oct 2023 |
5.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Core ETFs Asset Allocation Composite Moderate |
13.87%
Feb 2009 – Feb 2012 |
12.05%
Feb 2009 – Feb 2014 |
8.52%
Jun 2009 – Jun 2019 |
7.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart