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 Conservative | NA | 16.09% | 3.10% | 4.70% | 3.75% | 4.56% | 4.77% | … | … |
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 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 (%) | -0.68 | 16.09 | 3.10 | 4.70 | 3.75 | 4.56 | 4.77 | … | … | 0.24 | 6.72 | 7.34 | -6.52 | 7.22 | 7.01 | 12.87 | -7.96 | 5.54 | 5.32 | 0.46 | 1.51 | 1.41 | 11.12 | 3.00 | 11.00 | 15.09 | -14.05 | 9.60 | 12.60 | 5.95 | 8.08 | 15.88 | -4.23 | 1.16 |
| Sharpe Ratio | NA | 0.18 | -0.19 | 0.21 | 0.28 | NA | NA | … | … | 0.07 | 0.02 | 0.57 | -0.95 | 1.22 | 0.52 | 3.19 | -1.38 | 1.35 | 1.01 | 0.09 | 0.38 | 0.24 | 2.15 | 0.36 | 1.43 | 1.39 | -1.11 | 1.08 | 1.58 | 0.67 | 1.21 | 2.30 | -0.61 | -0.24 |
| Standard Deviation(%) | NA | 5.44 | 6.52 | 8.18 | 6.75 | NA | NA | … | … | 2.71 | 5.48 | 5.45 | 8.29 | 5.88 | 13.06 | 3.60 | 6.72 | 3.64 | 5.08 | 4.92 | 3.95 | 5.74 | 5.15 | 8.28 | 7.65 | 10.82 | 13.50 | 6.10 | 5.92 | 5.64 | 5.90 | 6.60 | 8.80 | 4.71 |
| Draw Down(%) | NA | 3.17 | 10.46 | 17.77 | 17.77 | NA | NA | … | … | 0.21 | 3.17 | 3.87 | 10.58 | 3.15 | 17.77 | 1.20 | 12.13 | 2.55 | 3.90 | 5.14 | 3.02 | 9.38 | 4.55 | 7.18 | 4.58 | 9.78 | 24.81 | 3.16 | 6.52 | 3.89 | 5.98 | 4.68 | 10.72 | 6.43 |
| Yield(%) | NA | 3.57 | 3.80 | 3.15 | 2.43 | NA | NA | … | … | NA | 1.05 | 3.38 | 4.14 | 3.39 | 1.85 | 2.41 | 1.50 | 0.31 | 3.20 | 1.65 | 1.75 | 2.00 | 3.37 | 3.75 | 2.86 | 3.01 | 3.70 | 2.72 | 3.70 | 3.81 | 1.99 | 1.70 | 0.93 | 2.16 |
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 Conservative |
-1.63%
Feb 2006 – Feb 2009 |
0.82%
Mar 2015 – Mar 2020 |
2.21%
Sep 2012 – Sep 2022 |
2.99%
May 2008 – May 2023 |
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 Conservative |
14.14%
Feb 2009 – Feb 2012 |
10.74%
Mar 2003 – Mar 2008 |
7.72%
Mar 2003 – Mar 2013 |
6.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart