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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 - Optimal Moderate NA 3.67% 1.15% 3.60% 4.96% 5.03% 5.64% 4.89%
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 - Optimal 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 (%) 1.86 3.67 1.15 3.60 4.96 5.03 5.64 4.89 -0.72 -13.01 8.54 14.66 17.68 -8.04 13.49 8.02 -1.57 4.11 9.54 10.95 -0.55 14.69 24.40 -26.09 9.52 11.77 6.09 11.16 20.31 -11.83 -3.33
Sharpe Ratio NA -0.13 -0.20 0.21 0.31 NA NA 0.28 -0.50 -1.12 0.97 0.74 2.56 -0.97 2.61 0.90 -0.18 0.61 1.18 1.40 -0.04 1.16 1.12 -1.04 0.60 1.12 0.56 1.22 1.86 -0.89 -0.44
Standard Deviation(%) NA 9.78 10.29 12.23 10.25 NA NA 12.36 8.98 12.83 8.79 19.38 6.36 9.64 4.93 8.66 8.96 6.68 8.07 7.78 15.24 12.59 21.67 26.06 10.79 7.58 6.96 8.40 10.54 14.49 12.88
Draw Down(%) NA 9.63 20.89 21.58 21.58 NA NA 41.74 9.63 20.65 4.79 21.58 3.23 14.93 2.08 6.18 9.65 5.44 8.84 5.86 14.28 8.88 19.53 37.90 6.19 7.55 4.37 7.40 8.78 23.85 15.99
Yield(%) NA 3.20 2.85 2.69 2.44 NA NA 2.44 2.29 3.31 2.23 1.90 3.06 1.76 0.52 4.28 1.84 2.54 2.43 3.05 2.71 2.72 2.77 2.48 3.03 2.73 3.10 1.35 0.94 0.89 1.68
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 - Optimal Moderate -8.85%
Feb 2006 - Feb 2009
-2.32%
Feb 2004 - Feb 2009
3.67%
Oct 2013 - Oct 2023
3.63%
Sep 2007 - Sep 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 - Optimal Moderate 20.33%
Feb 2009 - Feb 2012
15.23%
Feb 2009 - Feb 2014
9.50%
Feb 2009 - Feb 2019
7.46%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart