Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Tactical Asset Allocation Moderate | 1.43% | 10.25% | 6.71% | 6.94% | 3.51% | 5.13% | 7.26% | 7.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD Ameritrade Commission Free ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 04/25/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
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 (%) | -0.89 | 10.25 | 6.71 | 6.94 | 3.51 | 5.13 | 7.26 | 7.13 | 1.43 | 10.25 | 10.55 | -2.55 | 15.54 | 2.13 | 12.43 | -11.20 | 5.05 | 3.90 | -7.05 | 0.10 | 11.26 | 12.11 | -1.20 | 17.23 | 9.99 | 13.05 | 21.01 | 14.34 | 9.32 | 15.49 | 21.93 | -10.35 | 5.68 |
| Sharpe Ratio | NA | -0.47 | -0.26 | 0.62 | 0.11 | NA | NA | 0.48 | -0.50 | 0.34 | 0.74 | -0.33 | 1.46 | 0.11 | 1.85 | -1.23 | 0.70 | 0.40 | -0.75 | 0.01 | 1.24 | 1.61 | -0.09 | 1.22 | 0.76 | 1.81 | 1.31 | 1.00 | 0.82 | 1.51 | 2.20 | -0.80 | 0.20 |
| Standard Deviation(%) | NA | 12.20 | 10.96 | 11.14 | 10.73 | NA | NA | 11.18 | 14.71 | 10.78 | 8.54 | 12.09 | 10.61 | 17.61 | 5.96 | 10.15 | 6.28 | 9.29 | 9.44 | 8.17 | 9.05 | 7.50 | 13.50 | 14.01 | 12.95 | 6.70 | 13.71 | 11.11 | 8.76 | 9.63 | 9.66 | 14.26 | 17.02 |
| Draw Down(%) | NA | 16.17 | 16.17 | 16.17 | 28.30 | NA | NA | 28.34 | 13.77 | 7.96 | 6.27 | 14.86 | 5.14 | 27.71 | 2.90 | 19.19 | 3.40 | 8.20 | 12.36 | 7.49 | 10.32 | 5.12 | 13.98 | 8.61 | 9.30 | 4.68 | 9.61 | 12.57 | 5.40 | 8.80 | 3.99 | 28.34 | 19.82 |
| Yield(%) | NA | 2.13 | 2.48 | 2.43 | 2.27 | NA | NA | 0.00 | NA | 1.50 | 1.92 | 2.94 | 2.89 | 1.72 | 2.58 | 1.88 | 2.35 | 2.02 | 1.86 | 2.72 | 1.88 | 4.11 | 2.17 | 3.26 | 2.96 | 3.07 | 2.76 | 3.23 | 3.97 | 2.88 | 1.80 | 1.08 | 1.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Tactical Asset Allocation Moderate |
-4.11%
May 2017 - May 2020 |
-3.21%
Mar 2015 - Mar 2020 |
1.25%
Oct 2010 - Oct 2020 |
4.24%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD Ameritrade Commission Free ETFs Tactical Asset Allocation Moderate |
18.03%
Mar 2005 - Mar 2008 |
17.47%
Mar 2003 - Mar 2008 |
13.89%
Apr 2003 - Apr 2013 |
9.86%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart