Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ShareBuilder 401K ETFs Tactical Asset Allocation Moderate | NA | 17.33% | 5.81% | 12.99% | 7.78% | 8.54% | 9.97% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ShareBuilder 401K ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.14 | 17.33 | 5.81 | 12.99 | 7.78 | 8.54 | 9.97 | … | … | 0.72 | 7.09 | 13.05 | -7.04 | 30.73 | 17.93 | 14.40 | -8.99 | 7.24 | 9.19 | -4.62 | 2.24 | 12.43 | 11.24 | 5.94 | 17.60 | 13.84 | 7.09 | 20.44 | 19.28 | 9.84 | 9.00 | 23.36 | -14.48 | 5.00 |
| Sharpe Ratio | NA | 0.20 | 0.09 | 0.67 | 0.50 | NA | NA | … | … | 0.05 | 0.05 | 1.07 | -0.75 | 1.70 | 1.06 | 2.12 | -1.09 | 1.20 | 1.08 | -0.50 | 0.28 | 1.59 | 1.60 | 0.52 | 1.30 | 1.05 | 2.11 | 1.23 | 1.49 | 0.88 | 0.85 | 2.56 | -1.07 | 0.29 |
| Standard Deviation(%) | NA | 10.48 | 10.12 | 13.50 | 11.07 | NA | NA | … | … | 12.83 | 10.53 | 8.24 | 11.30 | 18.01 | 16.68 | 6.13 | 9.44 | 5.50 | 8.35 | 9.26 | 7.96 | 7.80 | 7.01 | 11.36 | 13.45 | 13.08 | 2.92 | 14.21 | 10.71 | 8.74 | 9.47 | 8.84 | 14.51 | 9.38 |
| Draw Down(%) | NA | 8.46 | 15.55 | 17.93 | 17.93 | NA | NA | … | … | 1.12 | 8.46 | 6.11 | 15.55 | 5.29 | 17.93 | 3.31 | 16.05 | 3.15 | 7.57 | 11.05 | 7.02 | 7.54 | 5.48 | 9.06 | 8.45 | 5.96 | 2.23 | 9.15 | 9.01 | 5.90 | 7.89 | 3.68 | 24.14 | 5.99 |
| Yield(%) | NA | 2.03 | 2.37 | 2.29 | 2.14 | NA | NA | … | … | NA | 1.34 | 2.03 | 2.65 | 3.03 | 1.59 | 2.48 | 1.70 | 1.92 | 1.79 | 1.92 | 2.45 | 1.45 | 2.43 | 2.35 | 2.68 | 3.08 | 3.56 | 3.14 | 3.31 | 4.30 | 2.99 | 1.77 | 1.40 | 1.59 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K ETFs Tactical Asset Allocation Moderate |
0.05%
Jul 2016 – Jul 2019 |
0.77%
Dec 2013 – Dec 2018 |
5.20%
Mar 2010 – Mar 2020 |
7.80%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K ETFs Tactical Asset Allocation Moderate |
20.82%
Dec 2018 – Dec 2021 |
16.77%
Mar 2003 – Mar 2008 |
14.06%
Apr 2003 – Apr 2013 |
10.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart