Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Etrade All Star ETFs Tactical Asset Allocation Moderate | NA | 14.85% | -1.32% | 4.01% | 3.71% | 5.05% | 6.16% | 6.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade All Star ETFs Tactical Asset Allocation 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 (%) | -1.57 | 14.85 | -1.32 | 4.01 | 3.71 | 5.05 | 6.16 | 6.56 | NA | 1.88 | 9.79 | -17.98 | 19.24 | 7.33 | 5.39 | -5.35 | 13.48 | 7.68 | -3.37 | 1.95 | 11.59 | 9.12 | 2.77 | 11.80 | 20.11 | -13.27 | 17.52 | 13.72 | 10.09 | 13.89 | 16.74 | 3.87 | 0.76 |
| Sharpe Ratio | NA | -0.34 | -0.61 | 0.07 | 0.17 | NA | NA | 0.53 | 0.03 | -0.46 | 0.72 | -1.94 | 1.94 | 0.55 | 0.76 | -0.73 | 2.09 | 1.04 | -0.48 | 0.27 | 1.35 | 1.48 | 0.24 | 0.87 | 1.47 | -1.43 | 0.97 | 1.00 | 0.92 | 1.45 | 2.78 | 0.76 | -0.31 |
| Standard Deviation(%) | NA | 10.19 | 9.35 | 10.33 | 8.85 | NA | NA | 9.35 | 14.09 | 10.18 | 7.67 | 9.99 | 9.90 | 13.02 | 5.23 | 9.10 | 6.16 | 7.18 | 7.03 | 7.26 | 8.53 | 6.13 | 11.23 | 13.50 | 13.64 | 9.95 | 15.02 | 10.47 | 8.63 | 8.94 | 5.78 | 3.63 | 4.99 |
| Draw Down(%) | NA | 9.21 | 19.38 | 21.67 | 21.67 | NA | NA | 21.67 | 1.36 | 9.21 | 6.28 | 18.33 | 4.73 | 16.79 | 2.77 | 13.33 | 2.41 | 6.10 | 8.21 | 6.39 | 9.70 | 4.19 | 9.56 | 8.79 | 6.29 | 18.96 | 10.55 | 12.65 | 5.35 | 10.70 | 2.69 | 4.10 | 4.27 |
| Yield(%) | NA | 3.79 | 3.20 | 2.75 | 2.58 | NA | NA | 2.81 | NA | 1.05 | 3.17 | 2.80 | 2.94 | 1.84 | 2.23 | 2.47 | 2.21 | 2.16 | 2.29 | 2.95 | 2.20 | 3.33 | 2.48 | 3.24 | 3.03 | 4.06 | 3.29 | 3.17 | 3.84 | 3.14 | 2.45 | 1.81 | 2.55 |
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 |
|---|---|---|---|---|
| Etrade All Star ETFs Tactical Asset Allocation Moderate |
-2.83%
Dec 2021 - Dec 2024 |
0.00%
Jan 2018 - Jan 2023 |
2.55%
Oct 2013 - Oct 2023 |
3.92%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star ETFs Tactical Asset Allocation Moderate |
17.78%
Oct 2004 - Oct 2007 |
15.38%
Oct 2002 - Oct 2007 |
10.44%
Apr 2003 - Apr 2013 |
8.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart