Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation - Equal Weight Moderate | NA | 21.00% | 4.42% | 7.80% | 5.51% | 6.07% | 6.29% | 5.28% |
Data as of 10/31/2024, AR inception is 01/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation - Equal Weight Moderate | 01/10/2000 | 01/08/2025 |
| 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 (%) | -0.90 | 21.00 | 4.42 | 7.80 | 5.51 | 6.07 | 6.29 | 5.28 | NA | 10.28 | 9.23 | -6.48 | 10.90 | 12.75 | 16.46 | -8.05 | 7.75 | 6.61 | -2.41 | 4.71 | 3.02 | 11.58 | 0.31 | 12.48 | 23.80 | -21.09 | 12.21 | 16.73 | 8.97 | 5.52 | 20.70 | -10.53 | 0.68 | -7.25 |
| Sharpe Ratio | NA | 0.66 | 0.03 | 0.44 | 0.43 | NA | NA | 0.32 | 0.02 | 0.52 | 0.69 | -0.72 | 1.32 | 0.81 | 2.71 | -1.16 | 1.52 | 0.90 | -0.31 | 0.84 | 0.38 | 1.50 | 0.02 | 1.01 | 1.35 | -0.93 | 0.85 | 1.59 | 0.85 | 0.57 | 1.64 | -0.79 | -0.14 | -0.58 |
| Standard Deviation(%) | NA | 6.99 | 8.53 | 10.27 | 8.70 | NA | NA | 11.48 | 3.89 | 7.06 | 7.18 | 10.85 | 8.24 | 15.51 | 5.55 | 8.08 | 4.67 | 7.12 | 7.78 | 5.56 | 7.88 | 7.70 | 13.21 | 12.31 | 17.58 | 23.62 | 10.80 | 8.47 | 7.97 | 8.02 | 12.22 | 14.66 | 12.03 | 19.35 |
| Draw Down(%) | NA | 3.55 | 12.82 | 16.68 | 16.68 | NA | NA | 35.97 | 0.33 | 3.55 | 5.70 | 12.82 | 4.18 | 16.68 | 2.62 | 12.59 | 2.41 | 5.38 | 7.81 | 3.65 | 9.44 | 5.88 | 11.03 | 7.48 | 14.17 | 35.97 | 5.69 | 9.36 | 4.92 | 8.24 | 8.80 | 21.60 | 14.32 | 14.66 |
| Yield(%) | NA | 3.41 | 2.92 | 2.58 | 2.18 | NA | NA | 2.21 | NA | 1.19 | 3.11 | 2.48 | 2.52 | 1.59 | 2.50 | 1.61 | 0.79 | 2.87 | 1.75 | 1.95 | 2.08 | 1.76 | 2.48 | 2.12 | 1.91 | 3.23 | 2.89 | 2.61 | 3.21 | 2.47 | 1.58 | 0.94 | 1.52 | 1.90 |
Data as of 10/31/2024, AR inception is 01/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation - Equal Weight Moderate |
-5.90%
Mar 2000 - Mar 2003 |
1.17%
Mar 2000 - Mar 2005 |
3.44%
May 2008 - May 2018 |
3.86%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K ETFs Strategic Asset Allocation - Equal Weight Moderate |
17.84%
Feb 2009 - Feb 2012 |
13.49%
Oct 2002 - Oct 2007 |
8.85%
Mar 2003 - Mar 2013 |
7.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart