Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Growth | NA | 2.19% | 3.51% | 15.68% | 7.10% | 7.91% | 11.03% | … | … |
Data as of 04/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Growth | 12/31/2000 | 07/02/2025 |
| 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 (%) | 0.36 | 2.19 | 3.51 | 15.68 | 7.10 | 7.91 | 11.03 | … | … | -0.83 | 12.29 | 14.84 | -5.76 | 44.44 | 8.66 | 13.94 | -13.28 | 7.66 | 9.24 | -6.35 | 3.27 | 13.12 | 16.50 | 3.95 | 23.82 | 18.96 | 13.35 | 24.66 | 18.73 | 12.56 | 16.32 | 21.20 | -12.72 | 2.31 |
| Sharpe Ratio | NA | -0.55 | 0.30 | 0.85 | 0.44 | NA | NA | … | … | -0.16 | 0.66 | 0.97 | -0.51 | 1.97 | 0.39 | 1.65 | -1.18 | 0.97 | 0.82 | -0.53 | 0.32 | 1.19 | 1.65 | 0.25 | 1.32 | 1.13 | 1.77 | 1.19 | 1.02 | 0.96 | 1.41 | 2.43 | -1.23 | -2.43 |
| Standard Deviation(%) | NA | 13.92 | 12.93 | 16.02 | 14.30 | NA | NA | … | … | 14.35 | 13.10 | 11.49 | 14.20 | 22.58 | 21.30 | 7.56 | 12.40 | 7.21 | 10.97 | 12.06 | 10.31 | 10.99 | 9.95 | 15.74 | 17.99 | 16.69 | 6.97 | 18.03 | 15.02 | 10.70 | 10.87 | 8.44 | 11.29 | 0.05 |
| Draw Down(%) | NA | 18.18 | 18.18 | 18.59 | 28.70 | NA | NA | … | … | 15.28 | 9.80 | 9.43 | 18.59 | 5.69 | 28.70 | 4.03 | 22.36 | 4.23 | 9.40 | 14.06 | 9.42 | 12.29 | 6.90 | 13.07 | 11.50 | 9.79 | 5.25 | 11.36 | 16.88 | 6.92 | 8.75 | 4.09 | 16.88 | 0.00 |
| Yield(%) | NA | 1.57 | 1.87 | 1.84 | 2.02 | NA | NA | … | … | NA | 1.06 | 1.43 | 2.17 | 2.66 | 1.09 | 2.26 | 1.54 | 2.51 | 2.24 | 1.89 | 2.85 | 1.34 | 4.24 | 2.27 | 2.73 | 3.69 | 3.10 | 2.34 | 2.61 | 3.60 | 2.70 | 2.54 | 1.77 | 2.31 |
Data as of 04/30/2025, 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 |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Growth |
-3.47%
May 2017 – May 2020 |
-1.77%
Mar 2015 – Mar 2020 |
3.99%
Oct 2010 – Oct 2020 |
7.91%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Growth |
22.39%
Oct 2004 – Oct 2007 |
20.93%
Apr 2005 – Apr 2010 |
17.69%
Apr 2003 – Apr 2013 |
13.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart