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 Balanced | NA | 15.68% | 5.27% | 9.69% | 5.83% | 7.17% | 8.59% | … | … |
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 Tactical Asset Allocation 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 (%) | -1.22 | 15.68 | 5.27 | 9.69 | 5.83 | 7.17 | 8.59 | … | … | 0.66 | 6.89 | 9.22 | -4.62 | 29.18 | 6.25 | 12.67 | -8.97 | 6.93 | 5.67 | -4.17 | 3.10 | 7.47 | 13.96 | 6.45 | 14.89 | 13.13 | 13.15 | 18.77 | 11.00 | 8.80 | 13.34 | 13.87 | -7.06 | 2.31 |
| Sharpe Ratio | NA | 0.22 | 0.06 | 0.53 | 0.38 | NA | NA | … | … | 0.06 | 0.03 | 0.64 | -0.62 | 1.92 | 0.39 | 2.20 | -1.21 | 1.18 | 0.68 | -0.54 | 0.47 | 1.00 | 2.22 | 0.61 | 1.21 | 1.16 | 1.76 | 1.45 | 0.82 | 0.93 | 1.64 | 2.47 | -1.18 | 0.01 |
| Standard Deviation(%) | NA | 9.07 | 8.89 | 11.87 | 9.77 | NA | NA | … | … | 10.67 | 9.14 | 7.75 | 9.66 | 15.19 | 15.35 | 5.12 | 8.47 | 5.33 | 8.00 | 7.71 | 6.59 | 7.44 | 6.28 | 10.56 | 12.24 | 11.20 | 6.95 | 10.90 | 9.40 | 7.16 | 7.55 | 5.33 | 6.95 | 0.05 |
| Draw Down(%) | NA | 6.04 | 12.97 | 23.43 | 23.43 | NA | NA | … | … | 0.93 | 6.04 | 7.34 | 12.97 | 3.87 | 23.43 | 2.13 | 16.27 | 2.63 | 8.05 | 9.75 | 6.01 | 9.86 | 3.77 | 7.63 | 7.36 | 7.81 | 5.25 | 7.38 | 10.44 | 4.57 | 7.30 | 2.30 | 10.04 | 0.00 |
| Yield(%) | NA | 2.42 | 2.86 | 2.70 | 2.55 | NA | NA | … | … | NA | 1.63 | 2.32 | 3.38 | 3.51 | 1.53 | 2.73 | 2.02 | 2.21 | 1.59 | 2.37 | 3.50 | 1.67 | 3.88 | 2.29 | 2.50 | 3.43 | 3.10 | 3.05 | 2.99 | 4.36 | 3.24 | 2.34 | 1.68 | 2.31 |
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 Tactical Asset Allocation Balanced |
-1.35%
May 2017 – May 2020 |
-0.63%
Mar 2015 – Mar 2020 |
3.53%
Oct 2010 – Oct 2020 |
6.64%
Dec 2009 – Dec 2024 |
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 Balanced |
16.07%
Apr 2007 – Apr 2010 |
15.39%
Oct 2005 – Oct 2010 |
13.23%
Apr 2003 – Apr 2013 |
9.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart