Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Three Core Asset Index Funds Asset Allocation Composite Moderate | 4.79% | 20.34% | 13.69% | 5.20% | 7.61% | 6.91% | 7.17% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Three Core Asset Index Funds Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.45 | 20.34 | 13.69 | 5.20 | 7.61 | 6.91 | 7.17 | … | … | 4.79 | 17.56 | 7.51 | 7.10 | -16.86 | 11.61 | 11.88 | 19.94 | -4.78 | 15.07 | 8.03 | -2.44 | 6.43 | 14.76 | 11.95 | 0.81 | 8.94 | 19.25 | -7.82 | 8.19 | 13.11 | 6.43 | 10.82 | 21.00 | 2.86 | 3.70 |
| Sharpe Ratio | NA | 2.22 | 1.06 | 0.24 | 0.69 | NA | NA | … | … | 0.39 | 1.55 | 0.50 | 0.44 | -1.72 | 1.50 | 1.31 | 2.84 | -0.70 | 3.74 | 1.21 | -0.35 | 1.03 | 2.14 | 1.53 | 0.06 | 1.02 | 2.12 | -1.08 | 0.53 | 1.40 | 0.70 | 1.49 | 3.35 | 0.44 | 0.25 |
| Standard Deviation(%) | NA | 8.03 | 8.76 | 8.86 | 8.18 | NA | NA | … | … | 10.36 | 9.44 | 7.78 | 7.82 | 10.65 | 7.74 | 8.86 | 6.50 | 8.82 | 3.85 | 6.44 | 7.00 | 6.20 | 6.89 | 7.78 | 13.49 | 8.68 | 9.04 | 8.15 | 9.50 | 6.93 | 5.94 | 6.62 | 6.05 | 3.92 | 5.09 |
| Draw Down(%) | NA | 6.78 | 9.10 | 21.61 | 21.61 | NA | NA | … | … | 6.78 | 8.77 | 4.02 | 8.65 | 17.61 | 3.49 | 12.87 | 3.04 | 11.37 | 1.21 | 3.81 | 8.11 | 4.76 | 5.81 | 6.40 | 11.97 | 7.83 | 6.52 | 14.31 | 5.79 | 6.50 | 4.02 | 6.03 | 3.32 | 3.81 | 3.40 |
| Yield(%) | NA | 2.81 | 2.29 | 2.26 | 2.30 | NA | NA | … | … | NA | NA | 0.58 | 2.77 | 1.86 | 1.84 | 2.03 | 2.72 | 2.30 | 2.43 | 2.49 | 2.14 | 2.50 | 2.46 | 2.89 | 2.75 | 2.79 | 3.80 | 3.92 | 3.34 | 3.22 | 2.91 | 3.00 | 3.64 | 5.01 | 5.35 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Three Core Asset Index Funds Asset Allocation Composite Moderate |
-1.67%
Apr 2021 – Apr 2024 |
2.44%
Sep 2018 – Sep 2023 |
4.09%
Oct 2013 – Oct 2023 |
5.90%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Three Core Asset Index Funds Asset Allocation Composite Moderate |
14.41%
Dec 2018 – Dec 2021 |
12.81%
Oct 2002 – Oct 2007 |
9.48%
Mar 2003 – Mar 2013 |
8.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart