Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GETFX (MORNINGSTAR GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 11.39% | 25.78% | 17.55% | 7.00% | 9.07% | 7.93% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 (%) | 0.34 | 25.78 | 17.55 | 7.00 | 9.07 | 7.93 | NA | … | … | 11.39 | 17.95 | 12.69 | 15.26 | -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 | 2.27 | 1.25 | 0.35 | 0.54 | NA | NA | … | … | 2.11 | 1.09 | 0.92 | 1.11 | -1.00 | 1.02 | 0.43 | 2.16 | -0.83 | 2.89 | 0.82 | -0.21 | 0.53 | 1.80 | 1.23 | -0.19 | 0.91 | 0.99 | -0.84 |
| Standard Deviation(%) | NA | 10.60 | 11.76 | 13.14 | 14.05 | NA | NA | … | … | 12.91 | 13.85 | 9.82 | 10.54 | 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 | 8.01 | 13.53 | 24.28 | 29.58 | NA | NA | … | … | 8.01 | 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 | 9.34 | 6.53 | 3.81 | 6.06 | 5.62 | 4.50 | … | … | 0.00 | 9.77 | 3.92 | 4.53 | 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 06/04/2026, Common starting date 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) |
-0.48%
Mar 2017 – Mar 2020 |
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 |
9.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart