It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MPIQMKTEcon: MPIQCompEcon (ETF)
Basic Info 100 0(0.0%) June 04
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/02/1993 |
| Last Dividend Date: | 09/17/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/02/1993 |
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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9900.0 | 0.0 | 364.2 | 0.0 | 58.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -99.0 | 9900.0 | 0.0 | -99.0 | 0.0 | 9900.0 | 0.0 | -99.0 | 0.0 | 0.0 | 0.0 | 9900.0 | 0.0 | 0.0 | 0.0 | -99.0 | 0.0 | 0.0 | 0.0 | 9900.0 | 0.0 | -99.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9900.0 | -99.0 | 0.0 | 0.0 |
| Sharpe Ratio | NA | NA | -0.01 | 2.0 | -0.01 | 0.15 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.1 | 21.5 | 0.0 | -0.1 | 0.0 | 12.6 | 0.0 | -0.22 | 0.0 | 0.0 | 0.0 | 21.5 | 0.0 | 0.0 | 0.0 | -0.1 | -0.01 | 0.0 | 0.0 | 21.5 | 0.0 | -0.22 | -0.01 | 0.0 | -0.01 | 0.0 | 11.99 | -0.1 | 0.0 | 0.0 |
| Draw Down(%) | NA | 0.0 | 99.0 | 99.0 | 99.0 | 99.0 | NA | NA | 99.0 | 99.0 | 0.0 | 99.0 | 99.0 | 0.0 | 0.0 | 99.0 | 0.0 | 99.0 | 0.0 | 99.0 | 0.0 | 0.0 | 0.0 | 0.0 | 99.0 | 0.0 | 0.0 | 99.0 | 99.0 | 0.0 | 0.0 | 0.0 | 0.0 | 99.0 | 99.0 | 0.0 | 99.0 | 0.0 | 99.0 | 99.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 307.8 | 183.2 | 180.5 | 314.0 | 389.8 | NA | NA | 433.1 | 207.6 | NA | 655.2 | 1033.4 | 460.5 | 1128.0 | 1031.4 | NA | 800.3 | 460.5 | 460.5 | NA | NA | NA | 460.5 | 652.6 | 30.5 | 39.4 | 1033.4 | 653.9 | 11.5 | NA | 460.5 | 2164.3 | 464.2 | 652.6 | NA | 652.6 | NA | 795.5 | 1031.4 | 1459.2 | NA |
| Treynor Ratio | NA | -869.13 | 0.0 | 0.3 | 0.0 | -0.89 | NA | NA | 0.02 | 0.0 | NA | 0.0 | 0.04 | -3.65 | 0.0 | -0.01 | NA | -2.17 | -1.95 | -4.95 | NA | NA | NA | 10.52 | 0.0 | 0.32 | -0.45 | -0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 18.26 | 2.92 | 4.02 | 9.02 | 14.68 | NA | NA | 17.2 | 4.21 | -0.01 | 39.68 | 76.94 | 42.12 | 0.0 | 68.84 | -0.01 | 81.33 | 0.0 | -0.39 | 0.0 | 0.0 | 0.0 | 39.18 | 40.86 | 0.0 | 0.0 | 77.76 | 45.75 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | -89.97 | -39.9 | 12.08 | -7.37 | -0.64 | NA | NA | -1.18 | 46.2 | 0.0 | -18.1 | -25.89 | -27.1 | 0.0 | 89.96 | 0.0 | -46.48 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 9.41 | -22.78 | 0.0 | 0.0 | 2.88 | -194.52 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/1993
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) (99%)
- JMCVX (PERKINS MID CAP VALUE FUND CLASS T) (98%)
- MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) (97%)
- NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) (97%)
- VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) (96%)
- FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) (93%)
- GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) (93%)
- LMOPX (MILLER OPPORTUNITY TRUST CLASS C) (92%)
- NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) (92%)
- SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) (91%)
Best ETFs
- DVY (iShares Select Dividend ETF) (100%)
- MPIQMKTEcon (MPIQCompEcon) (100%)
- IWS (iShares Russell Mid-Cap Value ETF) (99%)
- IJJ (iShares S&P Mid-Cap 400 Value ETF) (98%)
- DON (WisdomTree U.S. MidCap Dividend Fund) (96%)
- FAB (First Trust Multi Cap Value AlphaDEX Fund) (95%)
- RPV (Invesco S&P 500 Pure Value ETF) (95%)
- RWK (Invesco S&P MidCap 400 Revenue ETF) (95%)
- VOE (Vanguard Mid-Cap Value ETF) (94%)
- PEY (Invesco High Yield Equity Dividend Achievers ETF) (94%)
