Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Retirement Income ETFs II Tactical Asset Allocation Moderate | 2.34% | 8.54% | 1.89% | 7.11% | 3.18% | 3.61% | 5.81% | 6.93% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Retirement Income ETFs II Tactical Asset Allocation Moderate | 12/31/2000 | 06/24/2025 |
| 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 (%) | 0.06 | 8.54 | 1.89 | 7.11 | 3.18 | 3.61 | 5.81 | 6.93 | 2.34 | 8.00 | 7.88 | -14.67 | 18.08 | 11.34 | 3.86 | -6.49 | 8.68 | 5.43 | -7.01 | 2.74 | 7.42 | 6.11 | -2.54 | 12.32 | 14.79 | 1.03 | 14.56 | 16.78 | 10.51 | 16.15 | 23.60 | 7.35 | 6.41 |
| Sharpe Ratio | NA | 0.58 | 0.20 | 0.48 | 0.26 | NA | NA | 0.59 | 0.20 | 0.53 | 0.44 | -1.12 | 2.14 | 1.11 | 0.50 | -0.93 | 1.35 | 0.76 | -1.08 | 0.43 | 1.00 | 1.03 | -0.22 | 0.88 | 1.04 | 0.01 | 0.79 | 1.28 | 0.92 | 1.54 | 2.94 | 0.71 | 0.57 |
| Standard Deviation(%) | NA | 10.58 | 10.82 | 10.56 | 9.00 | NA | NA | 9.55 | 12.82 | 8.22 | 9.63 | 14.39 | 8.43 | 9.97 | 4.80 | 8.45 | 5.94 | 6.85 | 6.52 | 6.33 | 7.40 | 5.89 | 11.56 | 13.86 | 14.14 | 7.85 | 14.49 | 10.48 | 8.92 | 9.88 | 7.79 | 8.76 | 7.01 |
| Draw Down(%) | NA | 9.72 | 14.42 | 20.40 | 20.40 | NA | NA | 20.40 | 9.33 | 5.64 | 9.88 | 20.40 | 4.22 | 12.56 | 2.52 | 13.83 | 2.76 | 6.75 | 11.35 | 6.90 | 8.48 | 3.98 | 12.31 | 9.05 | 7.26 | 7.12 | 10.51 | 12.10 | 5.89 | 14.57 | 4.00 | 11.11 | 7.93 |
| Yield(%) | NA | 3.37 | 3.58 | 3.13 | 2.50 | NA | NA | 2.79 | NA | 0.98 | 2.94 | 3.68 | 4.31 | 1.82 | 2.06 | 1.84 | 0.64 | 2.59 | 1.60 | 3.29 | 2.36 | 2.45 | 2.23 | 3.55 | 4.71 | 2.90 | 2.74 | 3.16 | 2.94 | 2.11 | 4.03 | 2.75 | 2.56 |
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 |
|---|---|---|---|---|
| Retirement Income ETFs II Tactical Asset Allocation Moderate |
-0.80%
Jun 2014 - Jun 2017 |
-0.66%
Feb 2015 - Feb 2020 |
1.55%
Oct 2013 - Oct 2023 |
3.24%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Retirement Income ETFs II Tactical Asset Allocation Moderate |
18.93%
Jul 2004 - Jul 2007 |
18.13%
Oct 2002 - Oct 2007 |
12.65%
Apr 2001 - Apr 2011 |
8.84%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart