Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Six Core Asset Index Funds Tactical Asset Allocation Moderate | -2.56% | 0.86% | 2.59% | 9.65% | 4.66% | 6.61% | 8.65% | 9.05% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset Index Funds Tactical Asset Allocation 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 0.86 | 2.59 | 9.65 | 4.66 | 6.61 | 8.65 | 9.05 | -2.56 | 8.93 | 8.18 | -1.11 | 11.62 | 10.05 | 18.01 | -11.66 | 6.97 | 4.95 | -0.89 | 6.94 | 11.50 | 13.31 | 5.07 | 19.65 | 16.54 | 1.01 | 23.30 | 15.75 | 12.12 | 12.67 | 30.27 | 4.69 | 0.53 |
| Sharpe Ratio | NA | -0.24 | -0.14 | 0.60 | 0.36 | NA | NA | 0.84 | -0.35 | 0.64 | 0.64 | -0.22 | 1.27 | 0.55 | 2.70 | -1.46 | 1.38 | 0.59 | -0.10 | 0.99 | 1.65 | 1.87 | 0.38 | 1.57 | 1.45 | 0.01 | 1.69 | 1.29 | 1.36 | 1.31 | 5.27 | 0.80 | -0.35 |
| Standard Deviation(%) | NA | 9.62 | 9.05 | 9.62 | 9.83 | NA | NA | 9.23 | 10.76 | 8.34 | 7.03 | 11.76 | 9.16 | 17.94 | 6.12 | 8.94 | 4.58 | 8.08 | 8.99 | 6.99 | 6.96 | 7.10 | 13.12 | 12.47 | 11.31 | 5.75 | 11.94 | 9.57 | 7.25 | 8.94 | 5.61 | 4.41 | 5.36 |
| Draw Down(%) | NA | 11.79 | 12.38 | 13.15 | 21.32 | NA | NA | 21.32 | 11.02 | 4.92 | 6.03 | 13.15 | 5.07 | 21.32 | 2.94 | 17.70 | 2.67 | 7.78 | 9.71 | 6.43 | 7.36 | 4.82 | 10.95 | 8.03 | 5.83 | 5.43 | 9.42 | 12.76 | 5.43 | 13.19 | 2.30 | 2.51 | 6.61 |
| Yield(%) | NA | 2.11 | 1.93 | 1.94 | 2.21 | NA | NA | 0.00 | NA | 1.36 | 2.18 | 1.50 | 1.61 | 2.09 | 2.81 | 1.64 | 2.61 | 2.57 | 2.41 | 2.99 | 1.99 | 3.14 | 2.57 | 3.14 | 4.76 | 4.38 | 4.24 | 3.94 | 4.29 | 3.83 | 6.25 | 6.01 | 5.40 |
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 |
|---|---|---|---|---|
| Six Core Asset Index Funds Tactical Asset Allocation Moderate |
-0.73%
Mar 2017 - Mar 2020 |
-0.09%
Mar 2015 - Mar 2020 |
4.64%
Oct 2013 - Oct 2023 |
6.28%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset Index Funds Tactical Asset Allocation Moderate |
20.17%
Oct 2004 - Oct 2007 |
18.76%
Jan 2003 - Jan 2008 |
14.94%
Apr 2003 - Apr 2013 |
12.05%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart