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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Scott Trade No Load No Transaction Fee Index Mutual Funds Strategic Asset Allocation - Equal Weight Moderate | 6.70% | NA | 19.40% | 1.77% | 5.47% | 4.86% | 6.27% | 6.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Scott Trade No Load No Transaction Fee Index Mutual Funds Strategic Asset Allocation - Equal Weight 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 (%) | -1.13 | 19.40 | 1.77 | 5.47 | 4.86 | 6.27 | 6.10 | 6.70 | NA | 6.52 | 9.48 | -11.71 | 8.58 | 12.08 | 17.89 | -6.76 | 11.03 | 8.97 | -4.35 | 4.36 | 7.60 | 12.39 | -1.77 | 17.84 | 28.58 | -29.04 | 10.27 | 15.78 | 11.23 | 17.60 | 23.96 | -3.16 | 2.96 |
| Sharpe Ratio | NA | 0.09 | -0.30 | 0.18 | 0.32 | NA | NA | 0.45 | -0.04 | -0.01 | 0.67 | -1.19 | 1.06 | 0.64 | 2.65 | -1.03 | 2.33 | 0.99 | -0.49 | 0.73 | 1.03 | 1.63 | -0.13 | 1.50 | 1.36 | -1.13 | 0.63 | 1.54 | 1.30 | 2.26 | 3.42 | -0.49 | 0.07 |
| Standard Deviation(%) | NA | 7.07 | 8.81 | 11.32 | 9.58 | NA | NA | 11.29 | 5.92 | 7.14 | 7.83 | 11.02 | 8.11 | 18.43 | 6.23 | 7.86 | 4.46 | 8.86 | 8.94 | 5.93 | 7.34 | 7.55 | 14.20 | 11.84 | 20.90 | 26.62 | 11.57 | 8.12 | 6.96 | 7.36 | 6.79 | 8.65 | 8.79 |
| Draw Down(%) | NA | 4.31 | 17.26 | 22.27 | 22.27 | NA | NA | 43.61 | 0.51 | 4.13 | 7.24 | 17.75 | 5.07 | 22.27 | 3.25 | 11.68 | 2.21 | 6.83 | 12.24 | 5.10 | 8.77 | 6.07 | 14.00 | 7.66 | 18.63 | 41.68 | 7.15 | 8.97 | 4.73 | 8.91 | 4.36 | 14.51 | 11.70 |
| Yield(%) | NA | 3.81 | 3.33 | 2.98 | 2.63 | NA | NA | 3.06 | NA | 0.83 | 3.88 | 2.76 | 2.56 | 2.29 | 2.87 | 1.82 | 0.45 | 4.10 | 2.74 | 2.19 | 2.16 | 3.03 | 2.73 | 2.99 | 2.95 | 3.29 | 3.64 | 3.13 | 3.80 | 3.48 | 3.75 | 3.68 | 5.19 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-9.25%
Feb 2006 - Feb 2009 |
-0.41%
Feb 2004 - Feb 2009 |
3.48%
Oct 2013 - Oct 2023 |
3.53%
Oct 2007 - Oct 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 Strategic Asset Allocation - Equal Weight Moderate |
22.71%
Feb 2009 - Feb 2012 |
17.15%
Oct 2002 - Oct 2007 |
10.04%
Mar 2003 - Mar 2013 |
8.28%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart