Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Strategic Asset Allocation - Optimal Moderate | NA | 20.70% | 1.01% | 6.88% | 5.53% | 6.54% | 5.19% | 4.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.14 | 20.70 | 1.01 | 6.88 | 5.53 | 6.54 | 5.19 | 4.71 | NA | 6.78 | 8.10 | -12.21 | 7.59 | 21.36 | 18.58 | -7.78 | 11.36 | 9.46 | -3.41 | 3.99 | 6.85 | 11.46 | 0.14 | 15.17 | 25.89 | -26.76 | 9.24 | 7.73 | 2.29 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.12 | -0.34 | 0.26 | 0.38 | NA | NA | 0.29 | -0.03 | 0.03 | 0.44 | -1.06 | 0.84 | 1.11 | 2.61 | -1.01 | 2.45 | 1.07 | -0.40 | 0.64 | 0.91 | 1.48 | 0.01 | 1.22 | 1.30 | -1.10 | 0.56 | 0.63 | 0.10 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 7.50 | 9.98 | 12.19 | 10.17 | NA | NA | 10.75 | 6.32 | 7.58 | 8.77 | 12.84 | 9.05 | 18.97 | 6.59 | 9.01 | 4.37 | 8.62 | 8.61 | 6.20 | 7.52 | 7.70 | 14.85 | 12.36 | 19.87 | 25.15 | 11.25 | 7.12 | 1.22 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.22 | 18.56 | 21.20 | 21.20 | NA | NA | 40.74 | 0.64 | 5.22 | 9.83 | 18.59 | 4.22 | 21.20 | 3.40 | 13.93 | 2.00 | 6.09 | 10.03 | 5.15 | 7.62 | 6.49 | 13.87 | 8.59 | 17.92 | 39.54 | 6.10 | 5.95 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 2.93 | 2.93 | 3.79 | 3.00 | NA | NA | 2.64 | NA | 0.81 | 2.72 | 2.90 | 2.73 | 6.82 | 2.80 | 1.63 | 0.72 | 3.33 | 2.43 | 3.36 | 2.10 | 2.61 | 2.79 | 3.11 | 2.69 | 2.96 | 2.85 | 3.35 | 2.97 | 0.95 | 0.69 | 1.11 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Strategic Asset Allocation - Optimal Moderate |
-9.00%
Feb 2006 - Feb 2009 |
-4.84%
Feb 2004 - Feb 2009 |
2.15%
Sep 2001 - Sep 2011 |
3.00%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Strategic Asset Allocation - Optimal Moderate |
20.92%
Feb 2009 - Feb 2012 |
14.90%
Feb 2009 - Feb 2014 |
9.13%
Feb 2009 - Feb 2019 |
8.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart