Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/17/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| Wealthfront Moderate Portfolio | 1.85% | 9.91% | 4.80% | 10.59% | 5.85% | 6.10% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wealthfront Moderate Portfolio | 07/27/2007 | 03/17/2025 |
The return data shown below all have the same latest date: 03/17/2025.
AR inception is since 07/27/2007.
AR inception is since 07/27/2007.
| 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 (%) | 1.30 | 9.91 | 4.80 | 10.59 | 5.85 | 6.10 | NA | 5.61 | 1.85 | 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 | 40.09 | 4.60 | 67.15 | 37.94 | NA | NA | 34.45 | 12.33 | 52.31 | 103.83 | -109.60 | 154.81 | 53.85 | 269.05 | -93.79 | 264.75 | 84.88 | -24.25 | 85.04 | 107.38 | 134.24 | -7.76 | 106.19 | 114.83 | -87.08 | 34.12 |
| Standard Deviation(%) | NA | 9.27 | 11.63 | 11.97 | 11.09 | NA | NA | 12.62 | 10.23 | 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 | 5.01 | 19.31 | 22.32 | 23.06 | NA | NA | 36.68 | 4.51 | 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 |
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