Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Morningstar Ibbotson Balanced ETF Portfolio | 3.78% | 11.45% | 8.53% | 8.67% | 7.48% | 8.11% | NA | 6.85% |
Data as of 06/04/2025, AR inception is 01/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Morningstar Ibbotson Balanced ETF Portfolio | 01/29/2008 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 11.45 | 8.53 | 8.67 | 7.48 | 8.11 | NA | 6.85 | 3.78 | 13.26 | 15.58 | -16.54 | 14.10 | 13.54 | 28.78 | -6.63 | 12.44 | 8.41 | -1.90 | 5.54 | 12.51 | 11.31 | -0.40 | 14.44 | 23.89 | -21.71 |
| Sharpe Ratio | NA | 0.62 | 0.42 | 0.54 | 0.50 | NA | NA | 0.45 | 0.15 | 1.06 | 1.21 | -1.05 | 1.50 | 0.62 | 2.79 | -0.81 | 2.70 | 0.94 | -0.22 | 0.85 | 1.67 | 1.38 | -0.03 | 1.20 | 1.28 | -0.91 |
| Standard Deviation(%) | NA | 13.22 | 12.65 | 12.36 | 12.20 | NA | NA | 13.02 | 17.09 | 9.08 | 9.84 | 17.15 | 9.36 | 21.49 | 9.78 | 9.90 | 4.36 | 8.73 | 8.68 | 6.47 | 7.45 | 8.13 | 14.61 | 11.96 | 18.59 | 24.64 |
| Draw Down(%) | NA | 13.01 | 13.64 | 22.52 | 24.84 | NA | NA | 38.29 | 13.01 | 5.34 | 8.99 | 21.87 | 4.46 | 24.84 | 3.54 | 13.28 | 1.60 | 6.75 | 8.68 | 5.01 | 6.45 | 6.65 | 13.45 | 8.58 | 18.46 | 36.44 |
| Yield(%) | NA | 3.25 | 2.59 | 2.72 | 2.30 | NA | NA | 2.42 | NA | 1.08 | 2.80 | 2.05 | 2.62 | 2.46 | 2.91 | 1.67 | 0.70 | 2.74 | 2.14 | 2.29 | 1.80 | 2.42 | 2.53 | 2.78 | 2.98 | 2.81 |
Data as of 06/04/2025, AR inception is 01/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Morningstar Ibbotson Balanced ETF Portfolio |
1.63%
Apr 2021 - Apr 2024 |
3.34%
Dec 2013 - Dec 2018 |
5.30%
May 2008 - May 2018 |
5.62%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Morningstar Ibbotson Balanced ETF Portfolio |
19.82%
Feb 2009 - Feb 2012 |
15.51%
Feb 2009 - Feb 2014 |
9.92%
Feb 2009 - Feb 2019 |
9.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart