Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Etrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 0.01% | 1.20% | 1.71% | 1.51% | NA | NA | 1.75% |
Data as of 07/31/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.01 | 1.20 | 1.71 | 1.51 | NA | NA | 1.75 | 0.24 | 0.02 | 3.61 | 0.41 | 4.57 | 0.09 | 2.44 | -5.76 | 5.68 | 3.42 | 4.72 | 0.95 | 0.69 | 0.10 | 4.18 |
| Sharpe Ratio | NA | 0.21 | 1.33 | 1.57 | 0.45 | NA | NA | 0.42 | 0.19 | 0.18 | 2.98 | 1.91 | 2.49 | 0.56 | 1.71 | -2.13 | 1.61 | 0.12 | 1.31 | 0.31 | -0.13 | -0.39 | 0.74 |
| Standard Deviation(%) | NA | 1.10 | 0.94 | 1.10 | 1.51 | NA | NA | 1.63 | 1.20 | 0.00 | 1.20 | 0.19 | 1.82 | 0.00 | 1.37 | 3.15 | 1.67 | 1.33 | 1.94 | 0.02 | 0.00 | 2.57 | 2.54 |
| Draw Down(%) | NA | 1.64 | 1.64 | 1.64 | 7.35 | NA | NA | 7.35 | 1.64 | 0.00 | 0.67 | 0.00 | 1.27 | 0.00 | 1.84 | 5.96 | 0.94 | 2.12 | 2.38 | 0.00 | 0.00 | 3.95 | 2.35 |
| Yield(%) | NA | 0.47 | 0.67 | 0.70 | 1.83 | NA | NA | 0.00 | 0.47 | 0.02 | 1.51 | 0.05 | 1.49 | 0.09 | 1.50 | 4.21 | 4.52 | 4.00 | 3.33 | 0.95 | 0.69 | 4.94 | 6.06 |
Data as of 07/31/2015, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-1.14%
Dec 2007 - Dec 2010 |
0.29%
Dec 2007 - Dec 2012 |
1.30%
Aug 2001 - Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
4.60%
Dec 2004 - Dec 2007 |
3.21%
Oct 2002 - Oct 2007 |
1.98%
Nov 2003 - Nov 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart