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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
test_ Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate NA 4.55% 3.68% 4.06% 4.27% 4.69% 5.89% 5.72%
Data as of 08/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
test_ Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate 12/31/2000 11/08/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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 (%) 1.58 4.55 3.68 4.06 4.27 4.69 5.89 5.72 0.76 -9.20 10.39 10.10 15.70 -9.76 11.61 5.60 -1.16 3.15 5.94 13.94 -1.02 15.48 26.29 -26.51 9.22 17.24 8.73 13.30 21.96 -6.16 2.83
Sharpe Ratio NA -0.06 0.07 0.25 0.26 NA NA 0.38 -0.37 -0.94 1.14 0.49 2.25 -1.17 2.11 0.58 -0.13 0.46 0.74 1.91 -0.08 1.29 1.29 -1.19 0.56 1.60 0.89 1.55 2.61 -0.69 0.06
Standard Deviation(%) NA 8.65 9.59 12.03 10.22 NA NA 11.49 8.09 11.28 9.13 20.01 6.34 9.44 5.19 9.23 9.13 6.86 8.00 7.28 13.87 11.94 20.27 23.07 11.14 8.75 7.39 7.96 8.16 10.59 9.11
Draw Down(%) NA 8.23 16.39 22.74 22.74 NA NA 41.89 8.23 16.39 4.47 22.74 3.59 15.38 2.59 6.30 9.53 5.19 10.39 6.10 12.73 8.15 19.22 36.93 6.64 8.41 4.91 9.27 6.37 16.51 10.60
Yield(%) NA 3.35 3.17 2.78 2.46 NA NA 2.79 2.35 3.39 3.01 2.06 2.39 1.47 0.49 4.03 2.37 2.37 2.72 4.08 3.57 4.36 4.24 3.82 3.39 2.52 3.11 1.65 1.56 1.08 1.32
Data as of 08/31/2023, 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
test_ Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate -8.16%
Feb 2006 - Feb 2009
-0.60%
Feb 2004 - Feb 2009
3.17%
Oct 2013 - Oct 2023
3.31%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
test_ Etrade All Star ETFs Strategic Asset Allocation - Equal Weight Moderate 20.95%
Feb 2009 - Feb 2012
15.31%
Oct 2002 - Oct 2007
9.27%
Mar 2003 - Mar 2013
7.88%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart