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 Conservative | NA | 7.60% | 0.99% | 5.14% | 2.96% | 3.59% | 4.92% | … | … |
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 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 (%) | -1.09 | 7.60 | 0.99 | 5.14 | 2.96 | 3.59 | 4.92 | … | … | 0.58 | 1.60 | 2.50 | -3.53 | 15.48 | 8.39 | 6.99 | -7.82 | 6.81 | 1.54 | -2.57 | 2.01 | 7.09 | 6.38 | -2.95 | 8.83 | 12.50 | -1.94 | 14.95 | 13.58 | 6.99 | 8.01 | 9.85 | 2.90 | 2.31 |
| Sharpe Ratio | NA | -0.46 | -0.43 | 0.28 | 0.16 | NA | NA | … | … | 0.06 | -0.66 | -0.26 | -0.68 | 2.00 | 0.86 | 1.57 | -1.34 | 1.22 | 0.21 | -0.55 | 0.41 | 1.32 | 0.99 | -0.42 | 0.92 | 1.40 | -0.37 | 1.19 | 1.17 | 0.84 | 1.13 | 1.56 | 0.45 | 0.01 |
| Standard Deviation(%) | NA | 7.48 | 7.11 | 7.78 | 6.70 | NA | NA | … | … | 8.24 | 7.54 | 6.62 | 7.22 | 7.72 | 9.48 | 3.55 | 6.81 | 5.05 | 6.23 | 4.75 | 4.89 | 5.34 | 6.41 | 7.07 | 9.53 | 8.89 | 7.68 | 10.09 | 8.80 | 5.77 | 6.25 | 5.88 | 4.01 | 0.05 |
| Draw Down(%) | NA | 4.92 | 12.56 | 12.56 | 16.20 | NA | NA | … | … | 0.71 | 4.92 | 6.11 | 8.68 | 3.77 | 12.32 | 1.76 | 14.22 | 3.06 | 7.29 | 6.77 | 5.28 | 6.30 | 4.85 | 8.12 | 6.69 | 4.05 | 8.99 | 5.29 | 10.08 | 3.54 | 6.66 | 4.98 | 3.85 | 0.00 |
| Yield(%) | NA | 3.17 | 3.15 | 2.76 | 2.39 | NA | NA | … | … | NA | 0.93 | 3.04 | 2.94 | 3.28 | 1.63 | 2.87 | 1.20 | 0.29 | 1.57 | 2.33 | 4.73 | 1.37 | 2.94 | 0.96 | 2.92 | 3.28 | 2.41 | 2.11 | 2.50 | 2.20 | 1.83 | 2.74 | 1.64 | 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 Conservative |
-1.16%
Jul 2016 – Jul 2019 |
-0.80%
Mar 2015 – Mar 2020 |
1.47%
Apr 2010 – Apr 2020 |
3.19%
Feb 2008 – Feb 2023 |
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 Conservative |
13.78%
Oct 2004 – Oct 2007 |
11.22%
Oct 2002 – Oct 2007 |
7.97%
Apr 2001 – Apr 2011 |
6.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart