Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Six Core Asset ETFs Tactical Asset Allocation Moderate | 0.99% | 8.56% | 5.87% | 8.84% | 5.28% | 7.38% | 8.96% | 8.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 05/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 8.56 | 5.87 | 8.84 | 5.28 | 7.38 | 8.96 | 8.52 | 0.99 | 10.95 | 8.03 | -1.45 | 12.08 | 10.27 | 17.77 | -10.60 | 6.60 | 4.79 | -1.14 | 6.58 | 11.96 | 12.91 | 5.15 | 19.43 | 16.20 | 2.62 | 19.29 | 20.06 | 8.03 | 11.24 | 15.61 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.59 | -0.28 | 0.53 | 0.28 | NA | NA | 0.68 | -0.55 | 0.52 | 0.50 | -0.24 | 1.25 | 0.49 | 2.59 | -1.27 | 1.15 | 0.53 | -0.12 | 0.93 | 1.64 | 1.80 | 0.40 | 1.39 | 1.25 | 0.18 | 1.16 | 1.64 | 0.67 | 1.29 | 2.20 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.82 | 9.51 | 9.97 | 10.61 | NA | NA | 9.96 | 11.92 | 8.43 | 7.50 | 11.86 | 9.67 | 20.50 | 6.32 | 9.40 | 5.20 | 8.67 | 9.41 | 7.03 | 7.28 | 7.16 | 12.91 | 13.88 | 12.86 | 9.70 | 14.10 | 10.22 | 8.77 | 7.98 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 12.35 | 12.87 | 13.69 | 21.79 | NA | NA | 21.79 | 12.17 | 5.35 | 6.11 | 13.69 | 5.44 | 21.79 | 3.17 | 16.38 | 2.59 | 7.90 | 9.80 | 6.63 | 7.36 | 4.85 | 10.95 | 8.71 | 5.75 | 9.31 | 9.12 | 8.95 | 6.93 | 5.53 | 2.64 | 0.00 | 0.00 |
| Yield(%) | NA | 2.64 | 2.14 | 1.96 | 2.25 | NA | NA | 0.00 | NA | 2.07 | 2.41 | 1.52 | 1.14 | 1.98 | 2.94 | 1.72 | 2.69 | 2.64 | 2.60 | 2.74 | 2.27 | 3.22 | 2.64 | 3.33 | 4.02 | 4.25 | 3.11 | 3.28 | 2.92 | 2.57 | 1.19 | 1.11 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Tactical Asset Allocation Moderate |
-0.76%
Mar 2017 - Mar 2020 |
-0.20%
Mar 2015 - Mar 2020 |
4.72%
Oct 2013 - Oct 2023 |
6.38%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETFs Tactical Asset Allocation Moderate |
18.49%
Apr 2005 - Apr 2008 |
16.22%
Oct 2005 - Oct 2010 |
13.49%
Apr 2003 - Apr 2013 |
10.62%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart