TD Ameritrade Commission Free ETFs
Investment Model Portfolios
TD Ameritrade (Ticker: AMTD) offers 100+ commission free ETFs for its clients. The main restriction is that customers have to hold these ETFs for more than 30 days to make such trades eligible for commission free.
In this plan, the minimum holding period for each fund is set to be 1 month, which is equivalent to 30 days.
See the official TD Ameritrade offering for more details.
Investment options of TD Ameritrade Commission Free ETFs
Total Available Funds: 68
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| WORLD STOCK |
ACWI |
iShares MSCI ACWI Index |
| Foreign Large Growth |
EFG |
iShares MSCI EAFE Growth Index |
| Foreign Large Value |
EFV |
iShares MSCI EAFE Value Index |
| Foreign Large Blend |
VEA |
Vanguard MSCI EAFE ETF |
| Foreign Large Blend |
VEU |
Vanguard FTSE All-World ex-US ETF |
| EUROPE STOCK |
VGK |
Vanguard MSCI Europe ETF |
| Foreign Small/Mid Blend |
VSS |
Vanguard FTSE All-Wld ex-US SmCp Idx ETF |
| WORLD STOCK |
VT |
Vanguard Total World Stock Index ETF |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
AGG |
iShares Core Total US Bond Market ETF |
| Intermediate-Term Bond |
BIV |
Vanguard Intermediate-Term Bond ETF |
| Intermediate-Term Bond |
BND |
Vanguard Total Bond Market ETF |
| Short-Term Bond |
BSV |
Vanguard Short-Term Bond ETF |
| WORLD BOND |
BWX |
SPDR Barclays Capital Intl Treasury Bond |
| Intermediate-Term Bond |
CIU |
iShares Barclays Intermediate Credit Bd |
| Short-Term Bond |
CSJ |
iShares Barclays 1-3 Year Credit Bond |
| Intermediate-Term Bond |
GVI |
iShares Barclays Interm Govt/Credit Bond |
| Intermediate Government |
IEI |
iShares Barclays 3-7 Year Treasury Bond |
| High Yield Bond |
JNK |
SPDR Barclays Capital High Yield Bond |
| Long-Term Bond |
LQD |
iShares iBoxx $ Invest Grade Corp Bond |
| Intermediate-Term Bond |
MBB |
iShares Barclays MBS Bond |
| Muni National Interm |
MUB |
iShares S&P National AMT-Free Muni Bd |
| Emerging Markets Bond |
PCY |
PowerShares Emerging Mkts Sovereign Debt |
| Muni National Short |
SHM |
SPDR Nuveen Barclays Capital S/T Muni Bd |
| SHORT GOVERNMENT |
SHY |
iShares Barclays 1-3 Year Treasury Bond |
| Inflation-Protected Bond |
STPZ |
PIMCO 1-5 Year US TIPS Index ETF |
| Muni National Long |
TFI |
SPDR Nuveen Barclays Capital Muni Bond |
| Inflation-Protected Bond |
TIP |
iShares Barclays TIPS Bond |
| Intermediate-Term Bond |
VCIT |
Vanguard Interm-Tm Corp Bd Idx ETF |
| Short-Term Bond |
VCSH |
Vanguard Short-Term Corp Bd Idx ETF |
| Intermediate Government |
VGIT |
Vanguard Interm-Tm Govt Bd Idx ETF |
| LONG GOVERNMENT |
VGLT |
Vanguard Long-Term Govt Bd Idx ETF |
| SHORT GOVERNMENT |
VGSH |
Vanguard Short-Term Govt Bd Idx ETF |
| Intermediate-Term Bond |
VMBS |
Vanguard Mortgage-Backed Sec Idx ETF |
| WORLD BOND |
WIP |
SPDR DB Intl Govt Infl-Protected Bond |
|
| COMMODITIES |
|
|
| COMMODITIES BROAD BASKET |
DBC |
PowerShares DB Commodity Index Tracking |
| COMMODITIES BROAD BASKET |
DJP |
iPath DJ-UBS Commodity Index TR ETN |
|
| US EQUITY |
|
|
| MID-CAP BLEND |
IJH |
iShares S&P MidCap 400 Index |
| SMALL BLEND |
IJR |
iShares S&P SmallCap 600 Index |
| SMALL VALUE |
IJS |
iShares S&P SmallCap 600 Value Index |
| LARGE VALUE |
IVE |
iShares S&P 500 Value Index |
| LARGE BLEND |
IVV |
iShares S&P 500 Index |
| LARGE BLEND |
IWB |
iShares Russell 1000 Index |
| LARGE VALUE |
IWD |
iShares Russell 1000 Value Index |
| LARGE GROWTH |
IWF |
iShares Russell 1000 Growth Index |
| SMALL VALUE |
IWN |
iShares Russell 2000 Value Index |
| Small Growth |
IWO |
iShares Russell 2000 Growth Index |
| Mid-Cap Growth |
IWP |
iShares Russell Midcap Growth Index |
| MID-CAP VALUE |
IWS |
iShares Russell Midcap Value Index |
| LARGE BLEND |
IWV |
iShares Russell 3000 Index |
| LARGE GROWTH |
MGK |
Vanguard Mega Cap 300 Gr Index ETF |
| LARGE BLEND |
OEF |
iShares S&P 100 Index |
| SMALL BLEND |
VB |
Vanguard Small Cap ETF |
| Small Growth |
VBK |
Vanguard Small Cap Growth ETF |
| SMALL VALUE |
VBR |
Vanguard Small Cap Value ETF |
| LARGE BLEND |
VIG |
Vanguard Dividend Appreciation ETF |
| MID-CAP BLEND |
VO |
Vanguard Mid-Cap ETF |
| MID-CAP VALUE |
VOE |
Vanguard Mid-Cap Value ETF |
| Mid-Cap Growth |
VOT |
Vanguard Mid-Cap Growth ETF |
| LARGE BLEND |
VTI |
Vanguard Total Stock Market ETF |
| LARGE VALUE |
VTV |
Vanguard Value ETF |
| LARGE GROWTH |
VUG |
Vanguard Growth ETF |
| MID-CAP BLEND |
VXF |
Vanguard Extended Market Index ETF |
| LARGE VALUE |
VYM |
Vanguard High Dividend Yield Indx ETF |
|
| REAL ESTATE |
|
|
| Global Real Estate |
RWO |
SPDR Dow Jones Global Real Estate |
| REAL ESTATE |
RWR |
SPDR Dow Jones REIT |
| Global Real Estate |
RWX |
SPDR Dow Jones Intl Real Estate |
| REAL ESTATE |
VNQ |
Vanguard REIT Index ETF |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VWO |
Vanguard MSCI Emerging Markets ETF |
|
Investment model portfolios
We provide two types of investment model portfolios for TD Ameritrade Commission Free ETFs participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
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.
|
Ticker/Portfolio |
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 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
TD Ameritrade... Moderate
|
-1.16 |
24.24 |
3.62 |
7.13 |
5.20 |
5.76 |
5.24 |
5.05 |
NA |
12.50 |
9.37 |
-10.30 |
9.19 |
14.05 |
17.65 |
-8.14 |
9.46 |
6.85 |
-3.94 |
4.68 |
8.86 |
9.76 |
-3.95 |
11.49 |
20.71 |
-26.02 |
9.34 |
12.55 |
7.37 |
12.85 |
19.21 |
-9.05 |
-3.55 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
TD Ameritrade... Moderate
|
NA |
0.86 |
-0.05 |
0.34 |
0.36 |
NA |
NA |
0.30 |
0.00 |
0.76 |
0.63 |
-0.95 |
1.06 |
0.75 |
2.50 |
-1.00 |
1.95 |
0.82 |
-0.47 |
0.78 |
1.18 |
1.28 |
-0.26 |
0.93 |
0.99 |
-1.09 |
0.57 |
1.38 |
0.72 |
1.54 |
1.71 |
-0.71 |
-0.45 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.23 |
0.32 |
0.74 |
0.56 |
NA |
NA |
0.44 |
-0.70 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.06 |
0.01 |
0.45 |
0.36 |
NA |
NA |
0.48 |
-0.70 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
TD Ameritrade... Moderate
|
NA |
7.67 |
9.62 |
11.78 |
9.91 |
NA |
NA |
11.79 |
7.26 |
7.72 |
8.17 |
12.30 |
8.62 |
18.47 |
6.49 |
9.42 |
4.54 |
8.08 |
8.51 |
6.02 |
7.46 |
7.60 |
15.44 |
12.29 |
20.72 |
24.79 |
11.10 |
6.71 |
7.22 |
7.74 |
10.81 |
14.26 |
12.97 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.39 |
18.60 |
17.94 |
18.44 |
NA |
NA |
18.12 |
28.69 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.27 |
10.85 |
10.40 |
10.38 |
NA |
NA |
11.50 |
14.58 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
TD Ameritrade... Moderate
|
NA |
4.20 |
17.31 |
21.14 |
21.14 |
NA |
NA |
41.49 |
0.64 |
4.20 |
7.06 |
17.40 |
5.03 |
21.14 |
3.05 |
14.57 |
2.23 |
6.01 |
10.17 |
4.37 |
7.27 |
6.04 |
16.85 |
8.98 |
19.52 |
38.00 |
6.73 |
5.45 |
4.77 |
6.87 |
8.17 |
22.70 |
17.35 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
15.22 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
TD Ameritrade... Moderate
|
NA |
3.01 |
2.78 |
2.51 |
2.03 |
NA |
NA |
2.20 |
NA |
0.76 |
2.84 |
2.84 |
2.36 |
1.48 |
2.41 |
1.62 |
0.30 |
2.35 |
1.71 |
1.89 |
2.04 |
2.62 |
2.10 |
2.19 |
2.67 |
2.86 |
3.28 |
3.01 |
3.25 |
2.04 |
1.22 |
1.30 |
1.51 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
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.
|
Ticker/Portfolio |
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 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
TD Ameritrade... Moderate
|
-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 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-0.99 |
26.20 |
11.74 |
15.10 |
13.50 |
14.13 |
10.53 |
8.60 |
2.77 |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-0.19 |
12.75 |
4.27 |
6.43 |
6.23 |
7.14 |
6.01 |
5.66 |
2.11 |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
TD Ameritrade... Moderate
|
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 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.23 |
0.32 |
0.74 |
0.56 |
NA |
NA |
0.44 |
-0.70 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.06 |
0.01 |
0.45 |
0.36 |
NA |
NA |
0.48 |
-0.70 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
TD Ameritrade... Moderate
|
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 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.39 |
18.60 |
17.94 |
18.44 |
NA |
NA |
18.12 |
28.69 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.27 |
10.85 |
10.40 |
10.38 |
NA |
NA |
11.50 |
14.58 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
TD Ameritrade... Moderate
|
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 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
15.22 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
TD Ameritrade... Moderate
|
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 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
