Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation – Optimal Moderate | NA | 19.01% | 0.67% | 5.70% | 4.63% | 5.43% | 5.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation – Optimal Moderate | 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 | 19.01 | 0.67 | 5.70 | 4.63 | 5.43 | 5.36 | … | … | -0.13 | 5.20 | 8.75 | -11.82 | 8.36 | 16.62 | 16.13 | -9.17 | 10.10 | 6.20 | -0.68 | 3.26 | 7.31 | 10.42 | -1.80 | 12.13 | 21.63 | -24.62 | 10.67 | 14.32 | 9.85 | 11.47 | 22.85 | -8.38 | -6.70 |
| Sharpe Ratio | NA | -0.03 | -0.32 | 0.19 | 0.29 | NA | NA | … | … | -0.03 | -0.17 | 0.46 | -0.96 | 0.92 | 0.94 | 2.45 | -1.13 | 1.94 | 0.76 | -0.08 | 0.49 | 0.93 | 1.40 | -0.13 | 1.06 | 1.12 | -1.06 | 0.72 | 1.27 | 1.13 | 1.44 | 2.20 | -0.73 | -0.47 |
| Standard Deviation(%) | NA | 7.93 | 10.78 | 12.16 | 10.09 | NA | NA | … | … | 6.96 | 8.04 | 9.86 | 13.68 | 9.11 | 17.52 | 6.02 | 9.26 | 4.89 | 7.84 | 8.47 | 6.57 | 7.85 | 7.43 | 14.54 | 11.40 | 19.31 | 24.01 | 10.66 | 8.72 | 6.83 | 7.30 | 10.05 | 12.95 | 19.21 |
| Draw Down(%) | NA | 4.47 | 20.00 | 20.81 | 20.81 | NA | NA | … | … | 0.64 | 4.47 | 9.91 | 20.00 | 5.16 | 18.27 | 2.62 | 15.92 | 3.01 | 5.19 | 8.54 | 5.20 | 8.53 | 5.22 | 13.73 | 7.92 | 18.11 | 36.53 | 6.19 | 9.24 | 4.40 | 6.44 | 7.68 | 20.76 | 24.02 |
| Yield(%) | NA | 3.33 | 3.71 | 2.93 | 2.34 | NA | NA | … | … | NA | 0.75 | 3.40 | 4.39 | 2.87 | 1.45 | 2.04 | 1.47 | 0.47 | 3.08 | 1.61 | 2.29 | 2.08 | 2.54 | 2.83 | 2.46 | 2.82 | 2.57 | 2.71 | 2.75 | 2.82 | 1.60 | 0.91 | 0.99 | 1.09 |
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 Core Diversified Allocation ETF Plan Strategic Asset Allocation – Optimal Moderate |
-7.44%
Feb 2006 – Feb 2009 |
-0.40%
Feb 2004 – Feb 2009 |
3.22%
Oct 2007 – Oct 2017 |
3.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation – Optimal Moderate |
17.73%
Mar 2003 – Mar 2006 |
14.79%
Oct 2002 – Oct 2007 |
8.50%
Mar 2003 – Mar 2013 |
7.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart