Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Most Aggressive | 1.39% | 9.69% | 3.59% | 8.54% | 3.24% | 4.39% | 7.78% | 9.45% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Most Aggressive | 12/31/2000 | 05/30/2025 |
| 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 (%) | -0.58 | 9.69 | 3.59 | 8.54 | 3.24 | 4.39 | 7.78 | 9.45 | 1.39 | 12.07 | 11.12 | -15.78 | 20.28 | 2.93 | 5.95 | -8.55 | 14.31 | 3.64 | -7.72 | 1.69 | 17.35 | 9.64 | -2.83 | 13.69 | 28.32 | -5.57 | 19.89 | 26.82 | 16.78 | 19.23 | 41.58 | 9.31 | 9.17 |
| Sharpe Ratio | NA | 0.60 | 0.13 | 0.41 | 0.17 | NA | NA | 0.55 | 0.01 | 0.73 | 0.52 | -0.83 | 1.52 | 0.20 | 0.60 | -0.78 | 1.62 | 0.37 | -0.75 | 0.16 | 1.56 | 1.01 | -0.19 | 0.59 | 1.39 | -0.64 | 0.65 | 1.36 | 1.02 | 1.23 | 3.13 | 0.63 | 0.58 |
| Standard Deviation(%) | NA | 15.77 | 16.21 | 15.54 | 13.21 | NA | NA | 14.63 | 20.58 | 11.62 | 14.34 | 20.82 | 13.35 | 13.57 | 7.42 | 12.76 | 8.45 | 9.22 | 10.28 | 10.30 | 11.09 | 9.51 | 14.96 | 23.18 | 20.27 | 10.21 | 25.63 | 17.20 | 14.31 | 14.85 | 13.04 | 12.94 | 11.60 |
| Draw Down(%) | NA | 15.52 | 18.50 | 24.39 | 25.82 | NA | NA | 25.82 | 14.15 | 7.70 | 13.36 | 24.39 | 8.37 | 19.04 | 4.33 | 18.15 | 3.17 | 8.42 | 13.03 | 11.58 | 11.85 | 7.39 | 14.35 | 15.23 | 8.90 | 11.10 | 16.15 | 19.38 | 9.60 | 19.56 | 5.29 | 17.50 | 12.81 |
| Yield(%) | NA | 3.86 | 3.07 | 2.72 | 2.57 | NA | NA | 2.65 | NA | 1.18 | 3.13 | 2.40 | 3.23 | 1.60 | 2.24 | 2.47 | 1.18 | 3.35 | 1.77 | 3.67 | 3.10 | 2.96 | 1.81 | 2.83 | 2.95 | 3.08 | 2.35 | 2.22 | 2.44 | 1.45 | 3.69 | 3.07 | 2.73 |
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 Tactical Asset Allocation Most Aggressive |
-3.43%
Oct 2017 - Oct 2020 |
-1.80%
Mar 2015 - Mar 2020 |
0.96%
Oct 2013 - Oct 2023 |
3.62%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Retirement Income ETFs Tactical Asset Allocation Most Aggressive |
30.13%
Oct 2004 - Oct 2007 |
27.93%
Oct 2002 - Oct 2007 |
17.75%
Apr 2001 - Apr 2011 |
12.88%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart