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 – Optimal Most Aggressive | NA | 11.02% | 6.73% | 14.95% | 8.40% | 8.74% | 6.75% | … | … |
Data as of 03/31/2025, 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 – Optimal Most Aggressive | 12/31/2000 | 06/04/2025 |
| 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 (%) | -0.45 | 11.02 | 6.73 | 14.95 | 8.40 | 8.74 | 6.75 | … | … | 6.80 | 14.33 | 12.93 | -8.41 | 11.12 | 21.23 | 24.92 | -10.91 | 17.02 | 9.59 | -2.31 | 5.46 | 16.30 | 13.23 | -2.02 | 18.20 | 35.40 | -43.24 | 11.21 | 21.90 | -5.46 | 12.46 | 40.99 | -28.98 | -44.63 |
| Sharpe Ratio | NA | 0.65 | 0.41 | 0.66 | 0.47 | NA | NA | … | … | 0.32 | 0.94 | 0.76 | -0.57 | 0.80 | 0.70 | 2.59 | -0.81 | 2.22 | 0.74 | -0.16 | 0.53 | 1.41 | 1.07 | -0.09 | 0.95 | 1.13 | -1.01 | 0.44 | 1.62 | -0.46 | 0.87 | 2.13 | -0.93 | -1.00 |
| Standard Deviation(%) | NA | 14.17 | 14.15 | 14.57 | 15.68 | NA | NA | … | … | 17.20 | 11.36 | 12.20 | 17.20 | 13.79 | 30.01 | 9.06 | 15.15 | 7.36 | 12.66 | 14.28 | 10.36 | 11.52 | 12.35 | 23.36 | 19.00 | 31.14 | 43.87 | 18.42 | 11.38 | 16.71 | 13.17 | 18.89 | 32.25 | 46.85 |
| Draw Down(%) | NA | 12.61 | 16.50 | 19.43 | 29.71 | NA | NA | … | … | 12.61 | 7.35 | 9.92 | 19.43 | 6.73 | 29.71 | 4.55 | 20.83 | 3.26 | 8.88 | 13.55 | 8.43 | 10.02 | 10.30 | 20.94 | 12.89 | 28.68 | 55.51 | 11.12 | 13.30 | 14.46 | 10.55 | 13.36 | 42.56 | 56.72 |
| Yield(%) | NA | 2.44 | 2.78 | 2.62 | 2.22 | NA | NA | … | … | NA | 0.45 | 2.44 | 3.21 | 2.72 | 1.95 | 2.48 | 1.88 | 0.64 | 2.89 | 1.92 | 1.96 | 2.89 | 3.11 | 2.16 | 2.35 | 2.23 | 1.98 | 1.92 | 5.61 | 6.14 | 1.41 | 1.11 | 0.54 | 0.40 |
Data as of 03/31/2025, 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 – Optimal Most Aggressive |
-16.18%
Feb 2006 – Feb 2009 |
-8.69%
Feb 2004 – Feb 2009 |
0.22%
Feb 2001 – Feb 2011 |
1.52%
Feb 2001 – Feb 2016 |
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 – Optimal Most Aggressive |
28.53%
Feb 2009 – Feb 2012 |
21.33%
Feb 2009 – Feb 2014 |
12.94%
Feb 2009 – Feb 2019 |
12.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart