Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate | NA | -6.08% | 4.86% | 3.58% | 4.59% | 4.34% | 6.43% | 6.79% |
Data as of 04/29/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 07/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | -6.08 | 4.86 | 3.58 | 4.59 | 4.34 | 6.43 | 6.79 | -14.25 | 6.07 | 11.80 | 15.05 | -7.91 | 8.33 | 4.87 | 1.95 | 2.54 | 9.13 | 13.35 | -1.55 | 13.85 | 29.10 | -26.22 | 10.78 | 13.79 | 11.22 | 16.98 | 27.40 | -0.78 | 6.40 |
| Sharpe Ratio | NA | -1.17 | 0.11 | 0.09 | 0.41 | NA | NA | 0.53 | -1.17 | 0.75 | 0.67 | 2.57 | -1.15 | 1.66 | 0.60 | 0.22 | 0.47 | 1.39 | 1.90 | -0.12 | 1.30 | 1.62 | -1.32 | 0.90 | 1.40 | 1.70 | 2.29 | 4.02 | -0.22 | 0.51 |
| Standard Deviation(%) | NA | 10.27 | 12.43 | 10.51 | 8.88 | NA | NA | 10.21 | 12.43 | 8.05 | 17.36 | 5.30 | 7.99 | 4.65 | 7.82 | 8.71 | 5.42 | 6.55 | 7.01 | 13.09 | 10.61 | 17.94 | 20.50 | 8.70 | 7.53 | 5.33 | 7.01 | 6.64 | 8.42 | 7.99 |
| Draw Down(%) | NA | 15.00 | 24.44 | 24.44 | 24.44 | NA | NA | 39.21 | 15.00 | 6.25 | 24.44 | 2.56 | 13.51 | 3.89 | 7.23 | 6.29 | 5.59 | 8.13 | 5.66 | 14.22 | 8.86 | 17.02 | 37.35 | 6.58 | 9.15 | 3.93 | 8.06 | 6.30 | 15.23 | 10.67 |
| Yield(%) | NA | 10.08 | 5.95 | 4.46 | 4.20 | NA | NA | 4.41 | 4.06 | 6.46 | 4.42 | 4.37 | 3.33 | 0.37 | 2.86 | 5.51 | 3.53 | 4.85 | 3.78 | 3.22 | 2.14 | 2.40 | 3.52 | 6.69 | 7.45 | 7.19 | 4.82 | 4.91 | 2.91 | 3.86 |
Data as of 04/29/2022, 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_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate |
-7.53%
Feb 2006 - Feb 2009 |
0.23%
Mar 2015 - Mar 2020 |
3.46%
Mar 2010 - Mar 2020 |
3.87%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate |
21.37%
Mar 2003 - Mar 2006 |
17.06%
Oct 2002 - Oct 2007 |
10.48%
Mar 2003 - Mar 2013 |
8.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart