Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WealthcareIQ Selected Sector ETFs Tactical Asset Allocation Moderate | NA | 10.07% | 1.91% | 13.88% | 8.07% | 10.24% | 11.03% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WealthcareIQ Selected Sector ETFs Tactical Asset Allocation 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 (%) | -1.36 | 10.07 | 1.91 | 13.88 | 8.07 | 10.24 | 11.03 | … | … | 0.73 | 2.34 | 12.92 | -9.97 | 63.75 | 15.54 | 12.74 | -11.28 | 8.31 | -0.56 | 2.55 | 9.11 | 15.78 | 13.39 | 11.26 | 19.19 | 11.49 | 8.35 | 22.75 | 18.63 | 7.78 | 12.44 | 16.84 | -15.76 | 2.31 |
| Sharpe Ratio | NA | -0.24 | -0.16 | 0.70 | 0.46 | NA | NA | … | … | 0.06 | -0.46 | 0.90 | -1.06 | 2.21 | 0.78 | 1.72 | -1.30 | 1.34 | -0.09 | 0.23 | 1.02 | 1.98 | 1.90 | 1.05 | 1.38 | 0.85 | 0.88 | 1.38 | 1.47 | 0.65 | 1.55 | 2.13 | -1.72 | 0.01 |
| Standard Deviation(%) | NA | 9.18 | 9.89 | 17.43 | 13.72 | NA | NA | … | … | 12.13 | 9.32 | 9.66 | 10.67 | 28.86 | 19.61 | 6.58 | 9.66 | 5.72 | 8.87 | 10.82 | 8.94 | 7.94 | 7.02 | 10.68 | 13.85 | 13.46 | 8.45 | 14.34 | 10.48 | 8.64 | 7.42 | 7.59 | 9.83 | 0.05 |
| Draw Down(%) | NA | 6.04 | 16.44 | 22.85 | 24.40 | NA | NA | … | … | 1.07 | 6.04 | 8.66 | 16.44 | 4.19 | 22.85 | 3.83 | 17.60 | 3.39 | 9.75 | 8.06 | 5.89 | 7.69 | 5.23 | 8.66 | 8.98 | 10.15 | 5.37 | 9.16 | 9.04 | 6.31 | 5.58 | 3.66 | 17.44 | 0.00 |
| Yield(%) | NA | 2.23 | 2.38 | 2.37 | 2.33 | NA | NA | … | … | NA | 1.25 | 1.86 | 2.34 | 3.74 | 1.91 | 2.78 | 1.86 | 1.82 | 2.41 | 2.36 | 3.18 | 1.60 | 2.63 | 2.63 | 3.48 | 4.42 | 6.46 | 2.37 | 3.22 | 4.00 | 3.07 | 1.56 | 1.03 | 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 |
|---|---|---|---|---|
| WealthcareIQ Selected Sector ETFs Tactical Asset Allocation Moderate |
-2.54%
Mar 2017 – Mar 2020 |
-1.93%
Mar 2015 – Mar 2020 |
5.66%
Mar 2010 – Mar 2020 |
8.84%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WealthcareIQ Selected Sector ETFs Tactical Asset Allocation Moderate |
28.73%
Dec 2018 – Dec 2021 |
18.10%
Mar 2020 – Mar 2025 |
14.66%
Mar 2005 – Mar 2015 |
12.80%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart