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 Balanced | NA | 18.13% | 3.73% | 5.67% | 4.52% | 4.99% | 4.84% | … | … |
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 Balanced | 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 (%) | -0.79 | 18.13 | 3.73 | 5.67 | 4.52 | 4.99 | 4.84 | … | … | 0.23 | 6.98 | 8.09 | -6.21 | 8.55 | 8.26 | 14.65 | -7.96 | 6.62 | 6.83 | -0.38 | 2.02 | 1.85 | 11.59 | 0.18 | 10.17 | 16.97 | -20.65 | 8.46 | 15.01 | 7.93 | 7.72 | 19.91 | -5.82 | 0.88 |
| Sharpe Ratio | NA | 0.21 | -0.12 | 0.27 | 0.33 | NA | NA | … | … | 0.05 | 0.06 | 0.61 | -0.81 | 1.16 | 0.53 | 3.16 | -1.21 | 1.43 | 1.09 | -0.07 | 0.41 | 0.29 | 1.92 | 0.01 | 1.07 | 1.16 | -1.21 | 0.63 | 1.69 | 1.09 | 1.00 | 2.31 | -0.62 | -0.24 |
| Standard Deviation(%) | NA | 6.29 | 7.47 | 9.46 | 7.85 | NA | NA | … | … | 3.21 | 6.33 | 6.29 | 9.41 | 7.32 | 15.02 | 4.19 | 7.68 | 4.17 | 6.08 | 6.23 | 4.84 | 6.35 | 6.02 | 10.55 | 9.38 | 14.60 | 17.79 | 8.72 | 6.95 | 5.27 | 6.78 | 8.30 | 11.18 | 5.93 |
| Draw Down(%) | NA | 3.84 | 11.66 | 19.10 | 19.10 | NA | NA | … | … | 0.26 | 3.84 | 4.56 | 11.66 | 3.81 | 19.10 | 1.65 | 13.00 | 2.72 | 4.41 | 6.63 | 3.76 | 9.46 | 5.01 | 9.36 | 6.01 | 13.20 | 31.32 | 5.10 | 7.72 | 3.07 | 6.34 | 6.08 | 13.54 | 8.05 |
| Yield(%) | NA | 3.51 | 3.67 | 3.06 | 2.43 | NA | NA | … | … | NA | 0.97 | 3.35 | 3.99 | 3.21 | 1.78 | 2.46 | 1.64 | 0.27 | 3.29 | 1.82 | 1.90 | 2.00 | 3.45 | 3.20 | 2.83 | 2.79 | 3.76 | 2.78 | 2.89 | 2.43 | 1.60 | 1.46 | 0.85 | 2.12 |
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 Balanced |
-4.73%
Feb 2006 – Feb 2009 |
0.52%
Feb 2004 – Feb 2009 |
2.67%
Oct 2007 – Oct 2017 |
2.70%
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 Balanced |
14.66%
Mar 2003 – Mar 2006 |
12.39%
Oct 2002 – Oct 2007 |
7.43%
Mar 2003 – Mar 2013 |
6.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart