Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 04/29/2022.
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 Strategic Asset Allocation - Optimal Moderate NA -6.02% 4.98% 3.53% 4.52% 4.30% 6.40% 6.75%
More Performance Analytics Comparison
Name Start Date End Date
TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate 12/31/2000 07/15/2022
The return data shown below all delayed by 3 months. Their latest dates are all the same: 04/29/2022.
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 (%) -1.71 -6.02 4.98 3.53 4.52 4.30 6.40 6.75 -14.15 5.80 12.21 14.85 -8.03 8.28 3.95 2.46 2.54 8.83 13.31 -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 -1.18 0.12 0.09 0.40 NA NA 0.53 -1.16 0.72 0.69 2.52 -1.18 1.66 0.48 0.28 0.47 1.34 1.89 -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 12.46 7.99 17.36 5.33 7.95 4.60 7.82 8.83 5.40 6.55 7.00 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 14.92 24.39 24.39 24.39 NA NA 39.21 14.92 6.20 24.39 2.64 13.58 3.89 7.31 6.32 5.65 8.22 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 9.73 5.88 4.42 4.14 NA NA 4.38 3.99 6.17 4.51 4.44 3.32 0.37 2.60 5.51 3.56 4.80 3.65 3.22 2.14 2.40 3.52 6.69 7.45 7.19 4.82 4.91 2.91 3.86
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 Strategic Asset Allocation - Optimal Moderate -7.53%
Feb 2006 - Feb 2009 		0.06%
Mar 2015 - Mar 2020 		3.37%
Mar 2010 - Mar 2020 		3.82%
Jun 2007 - Jun 2022
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 Strategic Asset Allocation - Optimal Moderate 21.37%
Mar 2003 - Mar 2006 		17.06%
Oct 2002 - Oct 2007 		10.45%
Mar 2003 - Mar 2013 		8.52%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart