Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Etrade All Star Funds Strategic Asset Allocation - Equal Weight Moderate | 0.54% | 1.07% | 3.27% | 8.48% | 4.85% | 5.36% | 5.77% | 6.95% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade All Star Funds Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 1.07 | 3.27 | 8.48 | 4.85 | 5.36 | 5.77 | 6.95 | 0.54 | 6.06 | 12.66 | -12.25 | 9.87 | 11.14 | 17.28 | -4.93 | 9.60 | 3.75 | 1.22 | 5.50 | 6.40 | 12.33 | -2.99 | 11.98 | 35.73 | -28.66 | 8.54 | 15.55 | 12.22 | 15.86 | 26.50 | 3.33 | 7.14 | -0.78 |
| Sharpe Ratio | NA | -0.08 | 0.25 | 0.50 | 0.38 | NA | NA | 0.55 | 0.19 | 0.32 | 1.23 | -1.27 | 1.10 | 0.53 | 2.62 | -0.71 | 2.19 | 0.46 | 0.15 | 0.98 | 1.11 | 1.99 | -0.26 | 1.32 | 2.10 | -1.57 | 0.55 | 1.86 | 1.95 | 2.55 | 5.67 | 0.44 | 0.76 | -0.59 |
| Standard Deviation(%) | NA | 8.94 | 8.73 | 9.18 | 10.03 | NA | NA | 9.61 | 10.10 | 7.61 | 7.30 | 10.77 | 8.94 | 20.41 | 6.03 | 8.96 | 4.08 | 7.62 | 8.15 | 5.62 | 5.72 | 6.16 | 11.76 | 9.00 | 16.94 | 18.85 | 9.72 | 6.51 | 5.11 | 5.83 | 4.55 | 4.93 | 6.17 | 8.28 |
| Draw Down(%) | NA | 12.35 | 12.58 | 18.94 | 25.65 | NA | NA | 39.69 | 8.22 | 7.05 | 5.94 | 18.94 | 6.18 | 25.65 | 2.69 | 10.73 | 1.86 | 7.02 | 8.22 | 4.44 | 6.92 | 5.04 | 14.26 | 7.23 | 13.45 | 38.10 | 6.96 | 7.74 | 3.87 | 8.31 | 4.27 | 10.46 | 7.27 | 11.99 |
| Yield(%) | NA | 4.53 | 7.05 | 7.32 | 5.15 | NA | NA | 4.99 | NA | 1.01 | 4.36 | 6.28 | 11.69 | 9.68 | 2.60 | 4.66 | 0.22 | 3.62 | 3.39 | 3.09 | 2.54 | 2.82 | 3.63 | 3.04 | 3.18 | 6.45 | 11.23 | 9.96 | 6.59 | 4.97 | 2.90 | 3.84 | 3.56 | 4.50 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star Funds Strategic Asset Allocation - Equal Weight Moderate |
-8.16%
Feb 2006 - Feb 2009 |
0.35%
Feb 2004 - Feb 2009 |
3.84%
Mar 2010 - Mar 2020 |
3.49%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star Funds Strategic Asset Allocation - Equal Weight Moderate |
21.50%
Mar 2003 - Mar 2006 |
17.23%
Oct 2002 - Oct 2007 |
9.91%
Mar 2003 - Mar 2013 |
8.31%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart