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 |
|---|---|---|---|---|---|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate | 2.16% | 8.70% | 3.47% | 6.18% | 4.13% | 4.95% | 4.86% | 5.27% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 05/06/2025 |
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 (%) | -0.37 | 8.70 | 3.47 | 6.18 | 4.13 | 4.95 | 4.86 | 5.27 | 2.16 | 7.44 | 8.22 | -9.50 | 11.00 | 8.51 | 15.42 | -9.11 | 10.81 | 4.83 | -2.48 | 3.38 | 5.17 | 10.76 | -1.83 | 13.04 | 24.68 | -27.91 | 6.64 | 18.83 | 9.34 | 14.03 | 20.84 | -6.07 | 3.55 |
| Sharpe Ratio | NA | 0.09 | 0.12 | 0.54 | 0.25 | NA | NA | 0.33 | 0.12 | 0.12 | 0.49 | -0.97 | 1.26 | 0.42 | 2.33 | -1.12 | 2.03 | 0.52 | -0.27 | 0.50 | 0.61 | 1.40 | -0.12 | 0.99 | 1.13 | -1.19 | 0.30 | 1.59 | 0.93 | 1.60 | 2.49 | -0.68 | 0.14 |
| Standard Deviation(%) | NA | 9.34 | 9.28 | 9.58 | 10.22 | NA | NA | 11.72 | 12.36 | 7.34 | 8.03 | 11.19 | 8.73 | 19.66 | 6.02 | 9.30 | 5.01 | 8.92 | 9.19 | 6.75 | 8.49 | 7.64 | 15.16 | 13.06 | 21.72 | 24.15 | 12.35 | 9.81 | 7.68 | 8.18 | 8.08 | 10.63 | 9.17 |
| Draw Down(%) | NA | 9.61 | 10.56 | 16.60 | 22.50 | NA | NA | 44.04 | 8.33 | 4.86 | 8.10 | 16.60 | 3.99 | 22.50 | 3.35 | 14.75 | 2.30 | 6.45 | 9.89 | 5.48 | 10.90 | 6.62 | 14.14 | 9.20 | 19.37 | 38.31 | 7.05 | 9.84 | 4.58 | 9.49 | 6.50 | 16.53 | 10.60 |
| Yield(%) | NA | 3.54 | 3.72 | 3.20 | 2.55 | NA | NA | 2.44 | NA | 0.86 | 3.58 | 3.66 | 3.30 | 2.31 | 2.37 | 1.58 | 0.46 | 3.63 | 1.88 | 1.87 | 2.55 | 1.42 | 1.98 | 3.24 | 4.04 | 3.77 | 3.04 | 2.53 | 2.38 | 1.69 | 1.65 | 1.08 | 1.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate |
-9.08%
Feb 2006 - Feb 2009 |
-0.99%
Feb 2004 - Feb 2009 |
2.37%
Oct 2007 - Oct 2017 |
2.32%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate |
19.31%
Feb 2009 - Feb 2012 |
15.45%
Oct 2002 - Oct 2007 |
8.20%
Mar 2003 - Mar 2013 |
6.95%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart