Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/29/2021.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate | NA | 18.17% | 9.64% | 6.00% | 5.65% | 6.92% | 9.32% | 9.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/07/2022 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/29/2021.
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 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 18.17 | 9.64 | 6.00 | 5.65 | 6.92 | 9.32 | 9.59 | -1.09 | 8.93 | 11.96 | 14.24 | -10.39 | 10.28 | 3.02 | -3.15 | 5.97 | 7.99 | 10.08 | -1.18 | 15.99 | 32.11 | -13.66 | 18.05 | 18.54 | 12.47 | 17.40 | 30.21 | 10.57 | 5.35 |
| Sharpe Ratio | NA | 0.71 | 1.30 | 0.73 | 0.71 | NA | NA | 1.01 | -0.17 | 0.94 | 1.33 | 2.49 | -1.39 | 2.05 | 0.42 | -0.45 | 0.93 | 0.97 | 2.03 | -0.12 | 1.18 | 3.56 | -1.39 | 1.33 | 1.60 | 1.47 | 1.95 | 5.50 | 1.70 | 0.66 |
| Standard Deviation(%) | NA | 9.49 | 8.00 | 7.61 | 7.18 | NA | NA | 8.19 | 6.46 | 9.52 | 8.80 | 5.15 | 8.44 | 4.70 | 6.65 | 6.98 | 6.40 | 8.23 | 4.94 | 9.82 | 13.47 | 9.00 | 10.51 | 11.36 | 9.53 | 7.03 | 8.45 | 5.37 | 5.57 | 4.63 |
| Draw Down(%) | NA | 5.61 | 11.82 | 16.79 | 16.79 | NA | NA | 21.46 | 1.24 | 5.61 | 11.82 | 2.69 | 16.79 | 3.43 | 7.18 | 10.67 | 4.96 | 8.58 | 3.99 | 11.44 | 9.32 | 4.50 | 21.46 | 9.69 | 12.94 | 5.62 | 10.86 | 3.63 | 6.69 | 3.34 |
| Yield(%) | NA | 3.97 | 4.91 | 3.71 | 4.02 | NA | NA | 4.47 | 0.00 | 4.02 | 4.61 | 6.28 | 3.48 | 0.40 | 3.70 | 4.16 | 4.86 | 3.74 | 5.21 | 6.33 | 2.75 | 4.72 | 4.48 | 6.31 | 4.24 | 4.54 | 3.20 | 4.68 | 4.05 | 8.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate |
0.60%
Dec 2015 - Dec 2018 |
0.88%
Dec 2013 - Dec 2018 |
3.66%
Oct 2010 - Oct 2020 |
6.53%
Nov 2006 - Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate |
21.72%
Jan 2003 - Jan 2006 |
20.73%
Oct 2002 - Oct 2007 |
14.78%
Apr 2001 - Apr 2011 |
10.78%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart