Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Moderate | 2.47% | 7.51% | 3.23% | 5.94% | 4.91% | 6.31% | 8.70% | 8.34% |
Data as of 04/30/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 07/02/2025 |
| 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 (%) | 1.69 | 7.51 | 3.23 | 5.94 | 4.91 | 6.31 | 8.70 | 8.34 | 2.47 | 5.91 | 10.65 | -15.58 | 19.29 | -1.95 | 18.89 | -3.33 | 11.10 | 5.94 | 0.17 | 4.85 | 8.85 | 11.93 | 9.15 | 19.74 | 13.32 | 12.95 | 16.73 | 16.57 | 10.27 | 15.61 | 27.96 | -0.30 | -10.00 |
| Sharpe Ratio | NA | 0.51 | 0.28 | 0.48 | 0.37 | NA | NA | 0.70 | 0.32 | 0.31 | 0.91 | -1.39 | 2.22 | -0.11 | 2.93 | -0.50 | 2.11 | 0.65 | 0.02 | 0.74 | 1.25 | 1.87 | 0.68 | 1.48 | 1.02 | 1.75 | 0.98 | 1.17 | 0.88 | 1.57 | 4.05 | -0.28 | -1.06 |
| Standard Deviation(%) | NA | 9.81 | 9.06 | 9.46 | 10.33 | NA | NA | 10.10 | 11.46 | 7.35 | 7.65 | 12.22 | 8.69 | 19.65 | 5.95 | 9.43 | 4.95 | 8.83 | 9.24 | 6.56 | 7.04 | 6.36 | 13.36 | 13.24 | 12.96 | 6.83 | 13.90 | 11.28 | 9.13 | 9.30 | 6.73 | 5.10 | 11.70 |
| Draw Down(%) | NA | 11.21 | 11.67 | 20.54 | 24.28 | NA | NA | 24.28 | 8.99 | 6.42 | 7.01 | 20.54 | 4.56 | 24.28 | 1.74 | 9.24 | 1.94 | 6.21 | 8.80 | 4.13 | 6.76 | 3.71 | 11.85 | 8.41 | 8.77 | 4.68 | 9.92 | 11.81 | 6.03 | 13.17 | 2.44 | 3.49 | 13.00 |
| Yield(%) | NA | 3.62 | 3.36 | 3.17 | 3.11 | NA | NA | 0.00 | NA | 2.58 | 2.69 | 3.30 | 3.62 | 2.23 | 3.88 | 2.71 | 2.63 | 2.29 | 2.80 | 4.10 | 2.53 | 3.17 | 4.10 | 2.98 | 3.51 | 3.08 | 3.51 | 2.90 | 4.02 | 3.84 | 2.93 | 2.12 | 1.55 |
Data as of 04/30/2025, 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 |
|---|---|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Moderate |
-0.97%
Sep 2019 - Sep 2022 |
1.96%
Sep 2017 - Sep 2022 |
3.91%
Oct 2013 - Oct 2023 |
6.31%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Moderate |
20.03%
Apr 2003 - Apr 2006 |
18.40%
Mar 2003 - Mar 2008 |
15.89%
Apr 2003 - Apr 2013 |
12.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart