Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| catdr_Six Core Asset ETFs Tactical Asset Allocation Moderate | NA | 13.75% | 4.68% | 7.91% | 4.33% | 5.44% | 6.96% | 6.98% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| catdr_Six Core Asset ETFs 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 (%) | -1.28 | 13.75 | 4.68 | 7.91 | 4.33 | 5.44 | 6.96 | 6.98 | NA | 8.09 | 5.11 | 0.83 | 13.27 | 11.97 | 6.85 | -8.09 | 6.38 | 5.06 | -4.70 | 4.25 | 12.13 | 6.32 | 0.04 | 13.28 | 17.42 | -0.40 | 15.07 | 16.33 | 10.29 | 8.10 | 15.20 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.35 | 0.12 | 0.58 | 0.32 | NA | NA | 0.60 | 0.06 | 0.19 | 0.12 | -0.06 | 1.44 | 0.99 | 1.04 | -1.13 | 1.09 | 0.69 | -0.74 | 0.65 | 1.65 | 1.15 | 0.00 | 0.98 | 1.43 | -0.11 | 0.82 | 0.90 | 0.76 | 0.90 | 2.14 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 7.89 | 8.00 | 9.12 | 7.94 | NA | NA | 9.06 | 8.69 | 7.94 | 6.98 | 8.97 | 9.19 | 11.83 | 5.26 | 8.31 | 5.29 | 6.99 | 6.39 | 6.57 | 7.32 | 5.47 | 9.95 | 13.50 | 12.12 | 11.78 | 14.70 | 14.53 | 10.63 | 7.96 | 6.79 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.95 | 11.71 | 12.58 | 16.53 | NA | NA | 17.93 | 0.69 | 4.95 | 5.86 | 8.75 | 4.89 | 12.58 | 2.82 | 14.21 | 2.71 | 7.08 | 8.63 | 6.46 | 6.73 | 4.41 | 9.53 | 8.46 | 5.60 | 15.47 | 9.10 | 17.93 | 6.92 | 5.73 | 2.74 | 0.00 | 0.00 |
| Yield(%) | NA | 3.98 | 2.53 | 2.37 | 2.34 | NA | NA | 2.43 | NA | 1.21 | 3.65 | 1.96 | 1.14 | 1.73 | 3.05 | 1.58 | 0.76 | 3.60 | 2.58 | 3.21 | 1.88 | 2.53 | 1.91 | 3.50 | 3.85 | 2.29 | 3.10 | 3.24 | 2.81 | 2.16 | 0.81 | 1.11 | 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 |
|---|---|---|---|---|
| catdr_Six Core Asset ETFs Tactical Asset Allocation Moderate |
-0.95%
Jul 2016 - Jul 2019 |
-0.31%
Mar 2015 - Mar 2020 |
2.88%
Apr 2010 - Apr 2020 |
4.88%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| catdr_Six Core Asset ETFs Tactical Asset Allocation Moderate |
17.93%
May 2005 - May 2008 |
14.63%
Apr 2005 - Apr 2010 |
10.52%
Apr 2003 - Apr 2013 |
8.38%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart