Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GETFX (MORNINGSTAR GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 8.58% | 8.82% | 8.94% | 7.61% | 6.45% | 7.47% | NA | 5.90% |
Data as of 07/21/2025, AR inception is 01/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GETFX (MORNINGSTAR GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 01/17/2008 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 8.82 | 8.94 | 7.61 | 6.45 | 7.47 | NA | 5.90 | 8.58 | 10.47 | 12.54 | -16.95 | 10.95 | 12.09 | 19.78 | -8.04 | 17.19 | 9.79 | -2.51 | 4.55 | 16.54 | 12.93 | -3.68 | 13.86 | 23.80 | -26.39 |
| Sharpe Ratio | NA | 0.40 | 0.49 | 0.42 | 0.35 | NA | NA | 0.30 | 0.79 | 0.39 | 0.77 | -1.00 | 1.02 | 0.43 | 2.17 | -0.82 | 2.89 | 0.83 | -0.21 | 0.53 | 1.80 | 1.23 | -0.19 | 0.91 | 0.99 | -0.84 |
| Standard Deviation(%) | NA | 14.59 | 13.42 | 13.59 | 14.27 | NA | NA | 16.29 | 16.97 | 9.95 | 10.86 | 18.36 | 10.71 | 27.43 | 8.47 | 11.45 | 5.75 | 11.62 | 11.90 | 8.61 | 9.16 | 10.59 | 20.04 | 15.16 | 23.98 | 33.58 |
| Draw Down(%) | NA | 14.42 | 14.42 | 24.28 | 29.58 | NA | NA | 46.78 | 13.53 | 6.30 | 9.62 | 21.36 | 7.37 | 29.58 | 4.89 | 15.83 | 1.74 | 8.55 | 11.52 | 7.16 | 7.07 | 8.95 | 18.86 | 11.26 | 23.72 | 42.91 |
| Yield(%) | 0.00 | 1.49 | 1.74 | 2.81 | 4.60 | 5.31 | 3.58 | 4.21 | 0.00 | 1.65 | 1.97 | 1.44 | 1.38 | 6.87 | 7.24 | 10.94 | 7.34 | 6.38 | 2.77 | 1.29 | 1.42 | 9.48 | 2.26 | 0.70 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 01/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETFX (MORNINGSTAR GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
-0.90%
Apr 2021 - Apr 2024 |
1.57%
Mar 2015 - Mar 2020 |
4.52%
Oct 2013 - Oct 2023 |
4.39%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETFX (MORNINGSTAR GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
20.61%
Feb 2009 - Feb 2012 |
16.77%
Feb 2009 - Feb 2014 |
10.83%
Feb 2009 - Feb 2019 |
9.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart