Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyETF1 Tactical Asset Allocation Moderate | NA | 24.09% | 4.26% | 6.68% | 4.60% | 5.11% | 6.82% | 6.40% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyETF1 Tactical Asset Allocation 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 (%) | -1.25 | 24.09 | 4.26 | 6.68 | 4.60 | 5.11 | 6.82 | 6.40 | NA | 13.02 | 13.34 | -13.54 | 15.82 | 5.60 | 10.45 | -3.53 | 13.79 | 2.48 | -5.49 | 0.50 | 4.41 | 10.58 | -3.68 | 11.60 | 22.89 | -3.65 | 15.23 | 20.72 | 8.72 | 7.74 | 14.71 | -6.86 | 2.31 |
| Sharpe Ratio | NA | 0.88 | 0.00 | 0.36 | 0.35 | NA | NA | 0.53 | -0.01 | 0.85 | 1.06 | -1.08 | 1.87 | 0.51 | 1.69 | -0.59 | 2.67 | 0.31 | -0.76 | 0.06 | 0.59 | 1.74 | -0.29 | 0.82 | 1.76 | -0.76 | 0.76 | 1.69 | 0.74 | 0.98 | 2.10 | -1.33 | 0.01 |
| Standard Deviation(%) | NA | 7.50 | 10.38 | 10.06 | 8.58 | NA | NA | 9.18 | 8.63 | 7.52 | 8.61 | 13.88 | 8.46 | 10.54 | 5.33 | 8.25 | 4.93 | 7.40 | 7.26 | 7.82 | 7.38 | 6.05 | 12.66 | 14.12 | 12.95 | 6.06 | 16.08 | 10.35 | 8.82 | 6.94 | 6.66 | 5.98 | 0.05 |
| Draw Down(%) | NA | 4.04 | 16.19 | 17.59 | 17.59 | NA | NA | 17.59 | 0.70 | 4.04 | 7.20 | 17.57 | 3.87 | 11.55 | 3.18 | 10.25 | 1.46 | 4.54 | 10.30 | 7.62 | 7.33 | 4.03 | 12.63 | 9.88 | 5.67 | 5.39 | 10.84 | 8.95 | 6.75 | 4.26 | 2.68 | 8.78 | 0.00 |
| Yield(%) | NA | 3.55 | 2.55 | 2.19 | 1.95 | NA | NA | 1.86 | NA | 1.18 | 3.46 | 1.77 | 1.35 | 1.04 | 2.53 | 1.87 | 0.98 | 2.31 | 1.51 | 1.65 | 1.28 | 1.58 | 1.19 | 1.89 | 1.41 | 0.75 | 1.88 | 3.29 | 2.95 | 2.42 | 1.18 | 1.08 | 2.31 |
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 |
|---|---|---|---|---|
| MyETF1 Tactical Asset Allocation Moderate |
-1.85%
Apr 2013 - Apr 2016 |
-0.06%
Apr 2011 - Apr 2016 |
2.38%
Apr 2010 - Apr 2020 |
3.78%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyETF1 Tactical Asset Allocation Moderate |
18.91%
Oct 2004 - Oct 2007 |
15.05%
Apr 2005 - Apr 2010 |
10.50%
Apr 2003 - Apr 2013 |
8.01%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart