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InvestExplore.com Model ETF Portfolios Performance

Performance

Our ETF Model Portfolios Performance

January 2010 - September 2020

Metric GLO-BLEND Benchmark (ACWI)
Mean Return (Annualized) 9.72% 9.53%
Compound Return (Annualized) 8.93% 8.39%
Beta 0.81 1.00
Alpha (Annualized) 1.93% 0.00%
R-squared 95.19% 100%
Sharpe Ratio 0.73 0.59
Metric US-BLEND Benchmark (SPY)
Mean Return (Annualized) 12.10% 14.08%
Compound Return (Annualized) 11.46% 13.01%
Beta 0.76 1.00
Alpha (Annualized) 1.42% 0.00%
R-squared 93.86% 100%
Sharpe Ratio 1.01 0.92
Metric YOUNG-INVESTOR Benchmark (ACWI)
Mean Return (Annualized) 11.49% 9.53%
Compound Return (Annualized) 10.60% 8.39%
Beta 0.84 1.00
Alpha (Annualized) 3.27% 0.00%
R-squared 91.89% 100%
Sharpe Ratio 0.81 0.59

Note:The external website we use to track the performance of these model portfolios adjusts the start period to January 2010.

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