Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Amerivest Guided Portfolio Growth | 3.72% | 12.13% | 9.88% | 9.94% | 7.82% | 8.86% | NA | 6.87% |
Data as of 06/04/2025, AR inception is 04/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Amerivest Guided Portfolio Growth | 04/11/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 12.13 | 9.88 | 9.94 | 7.82 | 8.86 | NA | 6.87 | 3.72 | 15.12 | 18.57 | -18.30 | 18.26 | 13.44 | 22.68 | -6.40 | 13.24 | 7.95 | -0.23 | 8.56 | 14.85 | 12.70 | 0.64 | 14.40 | 24.09 | -26.01 | 2.38 |
| Sharpe Ratio | NA | 0.59 | 0.47 | 0.57 | 0.47 | NA | NA | 0.40 | 0.12 | 1.13 | 1.36 | -1.04 | 1.80 | 0.52 | 2.67 | -0.72 | 2.68 | 0.82 | -0.03 | 1.15 | 1.73 | 1.39 | 0.04 | 1.02 | 1.17 | -0.97 | 0.02 |
| Standard Deviation(%) | NA | 15.10 | 14.19 | 13.83 | 13.58 | NA | NA | 14.60 | 19.77 | 10.14 | 11.00 | 18.97 | 10.11 | 25.14 | 7.93 | 10.85 | 4.69 | 9.42 | 10.07 | 7.41 | 8.58 | 9.07 | 16.51 | 13.97 | 20.44 | 27.84 | 12.72 |
| Draw Down(%) | NA | 14.42 | 15.54 | 24.41 | 27.27 | NA | NA | 41.63 | 14.42 | 5.91 | 10.14 | 24.41 | 4.46 | 27.27 | 3.71 | 13.27 | 1.92 | 7.21 | 9.09 | 5.21 | 7.31 | 7.10 | 14.27 | 9.71 | 18.43 | 38.04 | 7.21 |
| Yield(%) | NA | 3.11 | 2.47 | 2.74 | 2.48 | NA | NA | 2.56 | NA | 0.98 | 2.70 | 1.87 | 2.82 | 2.62 | 2.93 | 1.93 | 0.77 | 3.13 | 2.68 | 2.89 | 2.46 | 2.77 | 2.60 | 2.88 | 2.92 | 2.72 | 1.77 |
Data as of 06/04/2025, AR inception is 04/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Amerivest Guided Portfolio Growth |
-3.23%
Jun 2007 - Jun 2010 |
1.50%
May 2007 - May 2012 |
5.36%
May 2007 - May 2017 |
5.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Amerivest Guided Portfolio Growth |
20.76%
Feb 2009 - Feb 2012 |
16.87%
Feb 2009 - Feb 2014 |
11.16%
Feb 2009 - Feb 2019 |
10.32%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart