Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate | 1.72% | 5.46% | 3.26% | 9.80% | 5.11% | 5.25% | 5.74% | 5.57% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight 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 (%) | -0.78 | 5.46 | 3.26 | 9.80 | 5.11 | 5.25 | 5.74 | 5.57 | 1.72 | 7.10 | 8.64 | -6.90 | 14.46 | 8.83 | 16.58 | -7.24 | 9.53 | 8.07 | -4.72 | 2.63 | 3.68 | 8.96 | 0.52 | 13.43 | 23.54 | -22.79 | 9.84 | 17.19 | 9.12 | 7.92 | 18.67 | -5.42 | 2.31 |
| Sharpe Ratio | NA | 0.44 | 0.16 | 0.66 | 0.42 | NA | NA | 0.39 | 0.22 | 0.54 | 0.70 | -0.73 | 1.80 | 0.46 | 2.72 | -1.09 | 2.09 | 0.92 | -0.59 | 0.46 | 0.53 | 1.13 | 0.04 | 1.13 | 1.17 | -0.98 | 0.61 | 1.56 | 0.89 | 0.91 | 1.72 | -0.51 | -2.43 |
| Standard Deviation(%) | NA | 8.91 | 8.67 | 8.88 | 9.57 | NA | NA | 11.06 | 11.19 | 6.47 | 7.16 | 11.38 | 8.02 | 18.66 | 5.55 | 7.94 | 4.25 | 8.53 | 8.07 | 5.65 | 6.92 | 7.86 | 13.56 | 11.76 | 20.02 | 24.31 | 11.01 | 8.80 | 7.70 | 7.63 | 10.44 | 12.84 | 0.05 |
| Draw Down(%) | NA | 8.58 | 10.54 | 12.90 | 21.12 | NA | NA | 38.85 | 8.58 | 3.66 | 5.52 | 12.90 | 4.00 | 21.12 | 2.87 | 11.53 | 2.11 | 6.10 | 10.30 | 4.72 | 6.77 | 6.84 | 12.23 | 7.75 | 17.51 | 36.95 | 6.09 | 7.61 | 4.74 | 5.95 | 8.26 | 13.07 | 0.00 |
| Yield(%) | NA | 4.12 | 2.71 | 2.82 | 2.39 | NA | NA | 2.32 | NA | 1.08 | 3.99 | 1.85 | 2.24 | 2.28 | 3.04 | 1.66 | 0.89 | 3.00 | 2.08 | 2.34 | 1.83 | 1.15 | 2.53 | 2.92 | 2.87 | 3.33 | 3.13 | 2.79 | 2.68 | 1.53 | 0.77 | 1.02 | 2.31 |
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 ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate |
-6.19%
Feb 2006 - Feb 2009 |
-0.10%
Feb 2004 - Feb 2009 |
3.04%
May 2008 - May 2018 |
3.55%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate |
19.70%
Feb 2009 - Feb 2012 |
13.26%
Sep 2002 - Sep 2007 |
8.31%
Mar 2003 - Mar 2013 |
7.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart