Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MidCapBlendETFs Strategic Asset Allocation - Equal Weight Moderate | NA | 23.45% | 4.07% | 9.58% | 4.91% | 7.27% | 6.57% | 6.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MidCapBlendETFs 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 (%) | -0.87 | 23.45 | 4.07 | 9.58 | 4.91 | 7.27 | 6.57 | 6.56 | NA | 9.68 | 14.49 | -9.25 | 12.36 | 20.86 | 20.12 | -28.65 | 8.78 | 12.24 | -1.16 | 8.34 | 18.44 | 10.86 | 1.82 | 18.35 | 25.20 | -21.16 | 6.46 | 8.52 | 8.57 | 11.28 | 21.50 | -7.53 | 2.76 |
| Sharpe Ratio | NA | 0.55 | 0.10 | 0.46 | 0.22 | NA | NA | 0.37 | 0.07 | 0.33 | 0.98 | -0.71 | 1.15 | 0.90 | 2.39 | -1.05 | 1.54 | 1.29 | -0.13 | 1.12 | 2.34 | 1.26 | 0.12 | 1.50 | 1.30 | -0.89 | 0.36 | 0.63 | 0.86 | 1.33 | 2.14 | -0.63 | 0.03 |
| Standard Deviation(%) | NA | 9.11 | 11.82 | 14.59 | 14.61 | NA | NA | 13.58 | 8.19 | 9.25 | 10.47 | 15.02 | 10.74 | 22.97 | 7.82 | 28.48 | 5.29 | 9.31 | 9.04 | 7.44 | 7.88 | 8.57 | 15.06 | 12.21 | 19.24 | 24.72 | 9.77 | 8.28 | 7.47 | 7.79 | 9.71 | 13.78 | 13.26 |
| Draw Down(%) | NA | 4.59 | 14.22 | 25.82 | 36.85 | NA | NA | 36.85 | 0.55 | 4.59 | 8.58 | 15.30 | 5.10 | 25.82 | 3.51 | 34.00 | 2.90 | 7.16 | 7.63 | 5.35 | 5.59 | 6.37 | 13.75 | 9.22 | 18.31 | 35.35 | 7.02 | 7.48 | 5.17 | 7.06 | 7.72 | 19.05 | 15.33 |
| Yield(%) | NA | 3.00 | 2.00 | 1.93 | 1.72 | NA | NA | 1.79 | NA | 0.98 | 2.86 | 1.31 | 1.04 | 1.79 | 1.82 | 0.93 | 0.45 | 2.64 | 1.93 | 1.50 | 0.95 | 2.19 | 2.18 | 2.13 | 2.69 | 2.28 | 2.44 | 2.09 | 1.81 | 1.90 | 0.99 | 0.93 | 1.30 |
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 |
|---|---|---|---|---|
| MidCapBlendETFs Strategic Asset Allocation - Equal Weight Moderate |
-8.31%
Mar 2017 - Mar 2020 |
-3.44%
Mar 2015 - Mar 2020 |
3.52%
Mar 2010 - Mar 2020 |
4.24%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MidCapBlendETFs Strategic Asset Allocation - Equal Weight Moderate |
21.64%
Feb 2009 - Feb 2012 |
17.79%
Feb 2009 - Feb 2014 |
9.46%
Mar 2003 - Mar 2013 |
8.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart