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 Strategic Asset Allocation – Equal Weight Moderate | NA | 12.25% | 5.86% | 8.31% | 5.21% | 5.62% | 6.24% | … | … |
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 Strategic Asset Allocation – Equal Weight Moderate | 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 (%) | 1.38 | 12.25 | 5.86 | 8.31 | 5.21 | 5.62 | 6.24 | … | … | 8.10 | 8.53 | 9.17 | -6.55 | 9.36 | 10.57 | 16.65 | -8.28 | 7.80 | 6.78 | -0.52 | 2.22 | 3.37 | 11.99 | 1.63 | 14.91 | 22.59 | -19.54 | 10.36 | 17.29 | 8.54 | 10.39 | 23.16 | -7.41 | 0.59 |
| Sharpe Ratio | NA | 0.95 | 0.57 | 0.65 | 0.47 | NA | NA | … | … | 0.70 | 0.68 | 0.74 | -0.72 | 1.11 | 0.60 | 2.97 | -1.12 | 1.48 | 0.93 | -0.07 | 0.38 | 0.46 | 1.69 | 0.13 | 1.51 | 1.42 | -1.01 | 0.77 | 1.68 | 0.85 | 1.09 | 2.25 | -0.63 | -0.26 |
| Standard Deviation(%) | NA | 8.61 | 8.51 | 8.73 | 9.19 | NA | NA | … | … | 9.40 | 7.23 | 7.43 | 11.11 | 8.39 | 17.17 | 5.11 | 8.61 | 4.81 | 7.04 | 7.41 | 5.80 | 7.30 | 7.06 | 12.03 | 9.83 | 15.83 | 20.25 | 9.41 | 8.23 | 7.35 | 8.60 | 9.99 | 13.60 | 7.18 |
| Draw Down(%) | NA | 6.70 | 9.17 | 13.87 | 20.71 | NA | NA | … | … | 6.70 | 4.03 | 5.41 | 13.87 | 4.35 | 20.71 | 2.11 | 14.03 | 2.89 | 5.06 | 7.52 | 4.44 | 9.67 | 5.63 | 10.19 | 5.63 | 13.84 | 33.54 | 4.98 | 9.03 | 4.91 | 7.47 | 7.47 | 16.32 | 9.68 |
| Yield(%) | NA | 3.50 | 3.58 | 3.04 | 2.43 | NA | NA | … | … | NA | 0.88 | 3.32 | 3.87 | 3.13 | 1.98 | 2.39 | 1.78 | 0.26 | 3.28 | 1.99 | 1.83 | 2.01 | 3.61 | 3.54 | 2.97 | 3.47 | 3.48 | 2.67 | 3.19 | 3.57 | 1.70 | 1.33 | 0.77 | 2.09 |
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 Strategic Asset Allocation – Equal Weight Moderate |
-3.53%
Feb 2006 – Feb 2009 |
1.25%
Mar 2015 – Mar 2020 |
3.47%
Sep 2012 – Sep 2022 |
3.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation – Equal Weight Moderate |
18.89%
Feb 2009 – Feb 2012 |
14.55%
Sep 2002 – Sep 2007 |
9.92%
Mar 2003 – Mar 2013 |
7.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart