Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Tactical Asset Allocation Moderate | NA | 12.33% | 3.82% | 7.05% | 3.78% | 5.62% | 7.84% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan 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 (%) | -1.42 | 12.33 | 3.82 | 7.05 | 3.78 | 5.62 | 7.84 | … | … | 0.82 | 4.30 | 7.48 | -3.28 | 14.87 | 9.33 | 10.41 | -12.94 | 6.21 | 8.32 | -6.79 | 2.10 | 9.77 | 12.62 | 4.66 | 15.06 | 11.30 | 13.40 | 20.40 | 15.95 | 10.26 | 12.72 | 27.06 | 1.52 | 1.54 |
| Sharpe Ratio | NA | -0.04 | -0.05 | 0.31 | 0.17 | NA | NA | … | … | 0.06 | -0.21 | 0.36 | -0.36 | 1.36 | 0.54 | 1.46 | -1.38 | 0.87 | 0.89 | -0.75 | 0.26 | 1.08 | 1.62 | 0.38 | 1.03 | 0.82 | 1.79 | 1.29 | 1.12 | 0.90 | 1.11 | 3.77 | 0.06 | -0.08 |
| Standard Deviation(%) | NA | 10.67 | 11.01 | 12.41 | 10.59 | NA | NA | … | … | 13.14 | 10.73 | 8.93 | 12.98 | 10.96 | 16.91 | 6.17 | 10.34 | 6.41 | 9.06 | 9.10 | 8.04 | 9.03 | 7.75 | 12.36 | 14.57 | 13.70 | 6.98 | 13.51 | 11.35 | 8.98 | 10.61 | 6.99 | 7.00 | 9.13 |
| Draw Down(%) | NA | 8.85 | 15.71 | 23.94 | 26.45 | NA | NA | … | … | 1.17 | 8.85 | 8.69 | 15.71 | 6.07 | 23.94 | 3.31 | 20.80 | 3.55 | 9.01 | 12.19 | 6.77 | 10.26 | 5.00 | 9.75 | 8.88 | 9.00 | 5.25 | 9.07 | 12.48 | 6.02 | 14.54 | 2.29 | 9.35 | 8.77 |
| Yield(%) | NA | 2.26 | 2.32 | 2.20 | 1.90 | NA | NA | … | … | NA | 1.60 | 1.88 | 2.48 | 2.63 | 1.51 | 1.85 | 1.64 | 1.67 | 1.35 | 1.46 | 2.42 | 1.66 | 3.63 | 2.30 | 2.38 | 3.45 | 3.10 | 3.22 | 2.92 | 3.50 | 2.40 | 2.52 | 3.37 | 2.06 |
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 |
|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Tactical Asset Allocation Moderate |
-2.82%
May 2017 – May 2020 |
-1.82%
Mar 2015 – Mar 2020 |
2.71%
Oct 2010 – Oct 2020 |
5.18%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Tactical Asset Allocation Moderate |
18.60%
Apr 2003 – Apr 2006 |
18.25%
Mar 2003 – Mar 2008 |
14.80%
Apr 2003 – Apr 2013 |
10.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart