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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Wealthfront Moderate Portfolio 5.16% 11.18% 7.65% 8.07% 6.09% 6.75% NA 5.81%
Data as of 06/04/2025, AR inception is 07/27/2007
More Performance Analytics Comparison
Name Start Date End Date
Wealthfront Moderate Portfolio 07/27/2007 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 (%) 1.27 11.18 7.65 8.07 6.09 6.75 NA 5.81 5.16 11.23 14.21 -15.99 13.47 11.42 19.08 -7.20 11.97 7.47 -2.03 5.13 8.17 10.66 -1.04 12.56 21.74 -21.41 5.34
Sharpe Ratio NA 0.62 0.36 0.52 0.41 NA NA 0.36 0.24 0.86 1.10 -1.10 1.55 0.54 2.68 -0.95 2.64 0.85 -0.24 0.85 1.07 1.34 -0.08 1.06 1.15 -0.87 0.34
Standard Deviation(%) NA 12.73 12.13 11.68 11.45 NA NA 12.74 16.42 8.87 9.59 15.85 8.69 20.78 6.57 9.08 4.28 8.56 8.50 6.02 7.58 7.90 13.76 11.74 18.85 25.64 12.52
Draw Down(%) NA 11.87 13.93 22.32 23.06 NA NA 36.68 11.87 5.01 9.14 21.98 4.03 23.06 3.34 12.96 1.68 5.75 9.06 4.61 7.36 6.50 12.34 8.34 18.07 34.93 5.18
Yield(%) NA 3.20 2.54 2.75 2.49 NA NA 2.74 NA 1.00 2.78 2.00 2.83 2.44 2.94 1.84 0.72 3.02 3.04 2.90 2.37 2.55 2.57 2.94 2.87 3.28 1.70
Data as of 06/04/2025, AR inception is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Wealthfront Moderate Portfolio 0.13%
Aug 2007 - Aug 2010
1.72%
Mar 2015 - Mar 2020
4.07%
Oct 2013 - Oct 2023
3.76%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Wealthfront Moderate Portfolio 18.27%
Feb 2009 - Feb 2012
13.65%
Feb 2009 - Feb 2014
8.69%
Feb 2009 - Feb 2019
7.97%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart