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 Very Conservative | NA | 12.10% | 2.50% | 2.73% | 2.00% | 2.80% | 3.03% | … | … |
Data as of 10/31/2024, 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 Very Conservative | 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 (%) | -0.46 | 12.10 | 2.50 | 2.73 | 2.00 | 2.80 | 3.03 | … | … | 0.25 | 4.39 | 6.52 | -4.92 | 3.05 | 2.69 | 8.83 | -5.98 | 2.78 | 1.75 | 0.46 | 0.70 | 0.77 | 6.59 | 3.66 | 8.42 | 7.36 | -4.72 | 6.78 | 6.71 | 2.89 | 5.59 | 9.47 | -0.47 | 1.74 |
| Sharpe Ratio | NA | -0.35 | -0.38 | -0.03 | 0.04 | NA | NA | … | … | 0.11 | -0.53 | 0.62 | -1.11 | 0.76 | 0.26 | 3.47 | -1.70 | 0.99 | 0.51 | 0.14 | 0.29 | 0.22 | 2.22 | 0.82 | 1.55 | 1.46 | -0.93 | 1.34 | 1.12 | 0.18 | 1.09 | 2.38 | -0.38 | -0.25 |
| Standard Deviation(%) | NA | 4.10 | 4.55 | 5.81 | 4.64 | NA | NA | … | … | 1.81 | 4.13 | 3.64 | 5.66 | 3.98 | 9.50 | 2.14 | 4.28 | 2.19 | 3.06 | 3.08 | 2.34 | 3.39 | 2.95 | 4.45 | 5.39 | 4.98 | 6.10 | 2.83 | 3.07 | 3.95 | 4.25 | 3.69 | 4.14 | 2.32 |
| Draw Down(%) | NA | 3.19 | 8.31 | 14.86 | 14.86 | NA | NA | … | … | 0.10 | 3.19 | 2.46 | 8.31 | 2.21 | 14.86 | 0.87 | 8.24 | 1.52 | 3.37 | 3.45 | 1.80 | 5.97 | 2.49 | 3.70 | 3.35 | 5.42 | 10.90 | 1.44 | 3.39 | 2.76 | 4.54 | 1.50 | 4.87 | 3.17 |
| Yield(%) | NA | 3.67 | 3.71 | 3.10 | 2.28 | NA | NA | … | … | NA | 1.21 | 3.61 | 3.67 | 3.25 | 1.88 | 2.49 | 1.25 | 0.35 | 2.77 | 1.18 | 1.38 | 1.61 | 2.28 | 2.60 | 2.51 | 2.44 | 3.09 | 3.07 | 3.32 | 3.95 | 2.21 | 2.05 | 1.09 | 2.24 |
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 Diversified Core Allocation ETF Plan Strategic Asset Allocation – Equal Weight Very Conserv |
-0.56%
Oct 2015 – Oct 2018 |
-0.11%
Dec 2013 – Dec 2018 |
0.76%
Sep 2012 – Sep 2022 |
1.94%
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 Very Conserv |
9.07%
Feb 2009 – Feb 2012 |
6.46%
Jan 2003 – Jan 2008 |
5.35%
Sep 2002 – Sep 2012 |
4.02%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart