Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EdMc ETF Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 19.47% | 2.11% | 5.41% | 4.96% | 6.88% | 5.98% | 6.03% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EdMc ETF Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 19.47 | 2.11 | 5.41 | 4.96 | 6.88 | 5.98 | 6.03 | NA | 5.22 | 12.35 | -12.33 | 16.44 | 3.75 | 17.81 | -7.29 | 8.15 | 7.34 | -0.26 | 8.90 | 8.36 | 12.01 | 1.11 | 18.88 | 22.16 | -23.19 | 1.41 | 17.44 | 6.30 | 10.39 | 18.67 | -5.42 | 2.31 |
| Sharpe Ratio | NA | -0.07 | -0.23 | 0.15 | 0.27 | NA | NA | 0.35 | -0.02 | -0.16 | 0.86 | -1.02 | 1.96 | 0.15 | 2.61 | -1.05 | 1.69 | 0.85 | -0.03 | 1.39 | 1.01 | 1.54 | 0.07 | 1.32 | 0.92 | -0.87 | -0.13 | 1.80 | 0.52 | 1.27 | 1.72 | -0.51 | 0.01 |
| Standard Deviation(%) | NA | 8.56 | 10.74 | 13.91 | 11.12 | NA | NA | 12.56 | 6.72 | 8.64 | 9.46 | 13.51 | 8.38 | 23.43 | 6.29 | 8.21 | 4.44 | 8.38 | 8.54 | 6.40 | 8.22 | 7.78 | 15.51 | 14.25 | 23.91 | 27.67 | 11.99 | 7.89 | 7.93 | 7.42 | 10.44 | 12.84 | 0.05 |
| Draw Down(%) | NA | 5.03 | 16.95 | 28.99 | 28.99 | NA | NA | 42.34 | 0.51 | 5.03 | 8.06 | 17.96 | 3.91 | 28.99 | 2.96 | 11.06 | 2.32 | 6.26 | 8.33 | 5.25 | 8.73 | 5.89 | 13.73 | 9.75 | 21.38 | 36.89 | 7.92 | 4.67 | 5.89 | 5.08 | 8.26 | 13.07 | 0.00 |
| Yield(%) | NA | 4.30 | 2.91 | 2.91 | 2.70 | NA | NA | 2.65 | NA | 1.23 | 4.00 | 1.74 | 2.48 | 2.37 | 3.12 | 1.78 | 0.93 | 3.83 | 2.78 | 3.22 | 2.23 | 3.64 | 3.11 | 3.54 | 2.79 | 2.68 | 3.02 | 3.34 | 3.27 | 1.64 | 0.77 | 1.02 | 2.31 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| EdMc ETF Plan Strategic Asset Allocation - Equal Weight Moderate |
-10.05%
Feb 2006 - Feb 2009 |
-2.69%
Feb 2004 - Feb 2009 |
3.88%
Oct 2013 - Oct 2023 |
4.13%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EdMc ETF Plan Strategic Asset Allocation - Equal Weight Moderate |
22.88%
Feb 2009 - Feb 2012 |
17.15%
Feb 2009 - Feb 2014 |
10.36%
Feb 2009 - Feb 2019 |
8.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart