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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.19% | 3.11% | 5.01% | 5.91% | 6.21% | 6.02% | 7.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Retirement Income ETFs II Strategic Asset Allocation - Equal Weight 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 (%) | -1.32 | 20.19 | 3.11 | 5.01 | 5.91 | 6.21 | 6.02 | 7.04 | NA | 6.53 | 8.61 | -9.01 | 13.59 | 2.25 | 15.44 | -7.40 | 7.86 | 29.54 | -4.51 | 5.03 | 4.12 | 10.15 | -1.18 | 12.37 | 27.82 | -27.24 | 4.92 | 18.34 | 10.69 | 15.50 | 27.34 | 0.83 | 6.45 |
| Sharpe Ratio | NA | -0.01 | -0.25 | 0.13 | 0.34 | NA | NA | 0.42 | -0.08 | -0.01 | 0.52 | -0.92 | 1.83 | 0.09 | 2.45 | -0.97 | 1.63 | 1.57 | -0.49 | 0.77 | 0.48 | 1.21 | -0.08 | 0.88 | 1.13 | -1.03 | 0.15 | 1.91 | 1.01 | 1.83 | 3.43 | -0.03 | 0.59 |
| Standard Deviation(%) | NA | 7.03 | 9.03 | 12.40 | 11.58 | NA | NA | 12.71 | 4.91 | 7.05 | 8.31 | 11.25 | 7.40 | 21.62 | 5.74 | 8.98 | 4.44 | 18.73 | 9.28 | 6.48 | 8.53 | 8.34 | 15.72 | 13.95 | 24.53 | 27.29 | 13.02 | 7.91 | 8.46 | 7.97 | 7.77 | 9.09 | 7.05 |
| Draw Down(%) | NA | 4.82 | 15.50 | 25.87 | 25.87 | NA | NA | 45.70 | 0.57 | 4.82 | 7.54 | 15.50 | 3.23 | 25.87 | 3.38 | 13.41 | 1.77 | 5.70 | 11.51 | 5.02 | 10.68 | 6.73 | 15.06 | 9.79 | 22.12 | 39.31 | 7.46 | 6.44 | 6.13 | 10.25 | 4.65 | 12.07 | 7.99 |
| Yield(%) | NA | 4.93 | 4.12 | 3.74 | 3.01 | NA | NA | 3.18 | NA | 1.24 | 4.45 | 3.78 | 3.77 | 2.78 | 2.75 | 2.12 | 0.72 | 4.28 | 2.17 | 3.15 | 3.08 | 1.81 | 3.03 | 4.24 | 4.04 | 3.54 | 3.38 | 3.93 | 4.34 | 2.84 | 2.55 | 2.57 | 2.57 |
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 |
|---|---|---|---|---|
| Retirement Income ETFs II Strategic Asset Allocation - Equal Weight Moderate |
-10.13%
Feb 2006 - Feb 2009 |
-1.34%
Feb 2004 - Feb 2009 |
3.28%
Feb 2006 - Feb 2016 |
3.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Retirement Income ETFs II Strategic Asset Allocation - Equal Weight Moderate |
21.25%
Feb 2009 - Feb 2012 |
17.10%
Oct 2002 - Oct 2007 |
10.40%
Feb 2009 - Feb 2019 |
8.81%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart