Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CETFX (MORNINGSTAR CONSERVATIVE ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 3.05% | 8.95% | 7.39% | 1.19% | 2.94% | 2.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CETFX (MORNINGSTAR CONSERVATIVE ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 01/22/2008 | 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 (%) | 0.09 | 8.95 | 7.39 | 1.19 | 2.94 | 2.87 | NA | … | … | 3.05 | 8.83 | 5.30 | 7.85 | -14.97 | -0.49 | 8.32 | 9.53 | -2.37 | 6.31 | 4.51 | -1.21 | 2.77 | 2.57 | 5.21 | 3.14 | 5.03 | 7.55 | -5.50 |
| Sharpe Ratio | NA | 1.61 | 0.88 | -0.20 | 0.24 | NA | NA | … | … | 1.00 | 1.25 | 0.37 | 0.74 | -1.78 | -0.12 | 0.83 | 3.11 | -1.25 | 2.41 | 1.13 | -0.34 | 1.13 | 0.76 | 1.91 | 0.67 | 1.25 | 1.18 | -0.74 |
| Standard Deviation(%) | NA | 4.28 | 4.99 | 6.10 | 5.63 | NA | NA | … | … | 5.36 | 4.79 | 4.56 | 5.74 | 9.24 | 4.42 | 9.64 | 2.59 | 3.02 | 2.35 | 3.80 | 3.63 | 2.43 | 3.33 | 2.72 | 4.64 | 3.94 | 6.30 | 8.98 |
| Draw Down(%) | NA | 3.54 | 4.91 | 18.77 | 18.77 | NA | NA | … | … | 3.54 | 3.74 | 2.49 | 4.91 | 15.83 | 4.25 | 11.49 | 0.80 | 4.34 | 1.28 | 2.64 | 4.36 | 1.64 | 3.92 | 2.03 | 3.57 | 3.00 | 7.45 | 14.15 |
| Yield(%) | 0.00 | 2.76 | 2.99 | 2.04 | 2.78 | 2.85 | 2.34 | … | … | 0.00 | 2.84 | 2.42 | 3.65 | 1.37 | 1.44 | 4.11 | 2.99 | 3.57 | 2.36 | 4.33 | 3.67 | 2.58 | 2.54 | 3.37 | 3.75 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETFX (MORNINGSTAR CONSERVATIVE ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
-3.43%
Apr 2021 – Apr 2024 |
-0.40%
Dec 2017 – Dec 2022 |
1.00%
Oct 2013 – Oct 2023 |
1.83%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETFX (MORNINGSTAR CONSERVATIVE ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
8.21%
Feb 2009 – Feb 2012 |
6.20%
Feb 2009 – Feb 2014 |
4.19%
Feb 2009 – Feb 2019 |
3.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart