Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BETFX (MORNINGSTAR BALANCED ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 8.62% | 20.02% | 14.12% | 4.71% | 6.89% | 6.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BETFX (MORNINGSTAR BALANCED ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 01/18/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 20.02 | 14.12 | 4.71 | 6.89 | 6.28 | NA | … | … | 8.62 | 14.86 | 10.18 | 12.82 | -17.10 | 6.50 | 11.23 | 16.26 | -6.23 | 13.22 | 8.58 | -2.23 | 4.51 | 11.85 | 10.82 | -0.89 | 10.91 | 18.63 | -20.06 |
| Sharpe Ratio | NA | 2.18 | 1.22 | 0.22 | 0.48 | NA | NA | … | … | 1.93 | 1.13 | 0.84 | 1.09 | -1.21 | 0.75 | 0.51 | 2.36 | -0.90 | 2.87 | 0.94 | -0.25 | 0.69 | 1.65 | 1.37 | -0.06 | 0.97 | 1.05 | -0.86 |
| Standard Deviation(%) | NA | 8.31 | 9.23 | 10.61 | 11.07 | NA | NA | … | … | 10.20 | 10.62 | 7.84 | 8.45 | 15.31 | 8.59 | 21.38 | 6.27 | 8.47 | 4.40 | 8.92 | 9.05 | 6.49 | 7.18 | 7.93 | 14.88 | 11.10 | 17.69 | 25.37 |
| Draw Down(%) | NA | 6.42 | 10.16 | 22.93 | 23.58 | NA | NA | … | … | 6.42 | 10.16 | 4.49 | 7.99 | 19.41 | 6.95 | 23.58 | 3.58 | 12.09 | 1.50 | 6.25 | 9.21 | 5.21 | 6.23 | 6.55 | 13.80 | 8.04 | 18.49 | 34.89 |
| Yield(%) | 0.00 | 13.34 | 7.63 | 4.32 | 5.79 | 5.34 | 4.33 | … | … | 0.00 | 13.88 | 2.96 | 4.64 | 1.54 | 1.46 | 5.35 | 4.51 | 10.36 | 8.43 | 7.06 | 4.11 | 2.78 | 2.04 | 6.10 | 2.59 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BETFX (MORNINGSTAR BALANCED ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
-1.71%
Apr 2021 – Apr 2024 |
1.37%
Dec 2017 – Dec 2022 |
3.31%
Oct 2013 – Oct 2023 |
3.63%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BETFX (MORNINGSTAR BALANCED ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
16.74%
Feb 2009 – Feb 2012 |
13.53%
Feb 2009 – Feb 2014 |
8.80%
Feb 2009 – Feb 2019 |
7.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart