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 |
|---|---|---|---|---|---|---|---|---|
| Scott Trade No Load No Transaction Fee Index Mutual Funds Tactical Asset Allocation Moderate | NA | 21.55% | 3.43% | 8.44% | 6.96% | 8.35% | 9.31% | 9.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Scott Trade No Load No Transaction Fee Index Mutual Funds Tactical Asset Allocation 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 (%) | -1.32 | 21.55 | 3.43 | 8.44 | 6.96 | 8.35 | 9.31 | 9.86 | NA | 8.79 | 15.09 | -15.22 | 15.15 | 18.32 | 23.29 | -10.20 | 12.02 | 7.33 | -2.08 | 7.04 | 12.96 | 12.77 | 3.07 | 15.91 | 19.40 | 0.26 | 20.74 | 12.90 | 11.49 | 19.61 | 22.34 | 2.73 | 2.26 |
| Sharpe Ratio | NA | 0.42 | -0.03 | 0.41 | 0.46 | NA | NA | 0.82 | 0.05 | 0.22 | 1.39 | -1.22 | 1.42 | 1.00 | 3.11 | -1.19 | 2.33 | 0.85 | -0.23 | 0.93 | 1.57 | 1.71 | 0.21 | 1.18 | 1.61 | -0.09 | 1.57 | 0.88 | 1.13 | 1.97 | 3.26 | 0.30 | -0.01 |
| Standard Deviation(%) | NA | 10.20 | 10.79 | 12.61 | 10.57 | NA | NA | 9.96 | 16.13 | 10.19 | 7.79 | 13.61 | 10.64 | 18.05 | 7.03 | 9.66 | 4.88 | 8.37 | 9.26 | 7.53 | 8.22 | 7.44 | 14.14 | 13.43 | 11.99 | 7.00 | 11.33 | 10.96 | 8.25 | 9.50 | 6.64 | 5.36 | 5.56 |
| Draw Down(%) | NA | 6.43 | 19.36 | 22.42 | 22.42 | NA | NA | 22.42 | 1.33 | 6.43 | 6.41 | 22.31 | 6.76 | 21.56 | 2.60 | 16.63 | 2.48 | 5.65 | 11.54 | 4.53 | 7.62 | 5.27 | 10.82 | 8.32 | 6.00 | 5.45 | 8.62 | 10.45 | 5.97 | 9.93 | 5.60 | 5.05 | 4.86 |
| Yield(%) | NA | 2.33 | 2.77 | 2.37 | 2.45 | NA | NA | 0.00 | NA | 1.31 | 2.06 | 2.66 | 3.04 | 1.58 | 2.34 | 2.28 | 2.33 | 3.48 | 2.01 | 2.56 | 1.87 | 3.39 | 2.50 | 3.02 | 4.55 | 5.19 | 3.98 | 2.99 | 5.01 | 3.89 | 5.24 | 2.96 | 5.53 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Trade No Load No Transaction Fee Index Mutual Funds Tactical Asset Allocation Moderate |
2.01%
Dec 2021 - Dec 2024 |
2.37%
Mar 2015 - Mar 2020 |
5.33%
Sep 2012 - Sep 2022 |
6.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Trade No Load No Transaction Fee Index Mutual Funds Tactical Asset Allocation Moderate |
21.92%
Mar 2003 - Mar 2006 |
18.25%
Mar 2003 - Mar 2008 |
14.92%
Apr 2003 - Apr 2013 |
11.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart