Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Growth | NA | -6.24% | -1.26% | 9.67% | 3.17% | 5.37% | 8.42% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Growth | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.69 | -6.24 | -1.26 | 9.67 | 3.17 | 5.37 | 8.42 | … | … | -6.40 | 3.82 | 7.13 | -3.53 | 20.33 | 12.34 | 13.18 | -12.80 | 4.76 | 7.72 | -7.82 | 3.24 | 16.63 | 11.07 | 1.67 | 20.29 | 17.89 | 4.64 | 26.59 | 22.28 | 9.99 | 10.87 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.73 | -0.46 | 0.48 | 0.17 | NA | NA | … | … | -0.54 | 0.02 | 0.37 | -0.35 | 1.68 | 0.64 | 1.70 | -1.18 | 0.61 | 0.72 | -0.73 | 0.34 | 1.76 | 1.25 | 0.11 | 1.24 | 1.15 | 0.41 | 1.42 | 1.54 | 0.76 | 1.13 | -5.17 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 12.93 | 11.65 | 12.50 | 11.96 | NA | NA | … | … | 14.32 | 11.35 | 9.50 | 14.01 | 12.11 | 19.02 | 6.90 | 12.03 | 6.67 | 10.43 | 10.75 | 9.45 | 9.43 | 8.79 | 15.51 | 16.35 | 15.48 | 8.86 | 16.56 | 12.22 | 10.19 | 8.79 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 18.03 | 18.03 | 18.03 | 24.81 | NA | NA | … | … | 15.33 | 8.03 | 8.56 | 16.74 | 6.18 | 23.50 | 3.72 | 20.54 | 3.91 | 9.47 | 13.51 | 8.47 | 8.60 | 7.57 | 13.39 | 10.41 | 7.67 | 8.86 | 11.53 | 10.50 | 6.70 | 7.82 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 1.73 | 2.11 | 1.97 | 1.96 | NA | NA | … | … | NA | 0.98 | 1.67 | 2.47 | 2.54 | 1.43 | 2.23 | 1.47 | 2.23 | 1.87 | 2.10 | 2.01 | 1.64 | 2.99 | 1.84 | 3.24 | 3.29 | 6.41 | 2.78 | 3.18 | 3.95 | 2.84 | 0.69 | 1.11 | 2.31 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Growth |
-3.09%
Mar 2017 – Mar 2020 |
-2.94%
Mar 2015 – Mar 2020 |
3.07%
Apr 2015 – Apr 2025 |
4.93%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Growth |
23.61%
Mar 2005 – Mar 2008 |
19.53%
Oct 2005 – Oct 2010 |
14.38%
Aug 2004 – Aug 2014 |
9.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart