Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Core Asset Mutual Funds Tactical Asset Allocation Moderate | 2.84% | 11.94% | 11.94% | 5.59% | 6.76% | 5.79% | 8.36% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Core Asset Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.14 | 11.94 | 11.94 | 5.59 | 6.76 | 5.79 | 8.36 | … | … | 2.84 | 10.42 | 10.67 | 15.39 | -19.13 | 15.85 | 6.90 | 11.50 | -4.69 | 17.92 | 6.08 | -4.41 | 6.63 | 14.29 | 7.92 | -0.42 | 15.78 | 28.49 | 1.13 | 20.07 | 20.48 | 11.56 | 15.65 | 43.48 | 7.18 | 6.22 |
| Sharpe Ratio | NA | 1.86 | 0.93 | 0.27 | 0.56 | NA | NA | … | … | 0.46 | 0.69 | 0.79 | 1.11 | -1.26 | 1.72 | 0.79 | 1.96 | -0.83 | 3.70 | 0.92 | -0.65 | 1.01 | 1.89 | 1.12 | -0.04 | 1.16 | 2.69 | 0.02 | 1.29 | 1.74 | 1.22 | 1.53 | 7.25 | 0.98 | 0.86 |
| Standard Deviation(%) | NA | 7.93 | 9.89 | 11.42 | 9.47 | NA | NA | … | … | 9.18 | 10.96 | 8.90 | 10.60 | 16.33 | 9.20 | 8.44 | 5.12 | 7.32 | 4.67 | 6.39 | 6.82 | 6.53 | 7.54 | 7.05 | 12.38 | 13.58 | 10.56 | 10.26 | 13.08 | 9.78 | 7.64 | 9.59 | 5.90 | 6.18 | 4.43 |
| Draw Down(%) | NA | 6.15 | 12.57 | 24.01 | 24.01 | NA | NA | … | … | 6.15 | 11.29 | 5.40 | 10.10 | 23.99 | 4.88 | 11.21 | 2.85 | 11.18 | 1.73 | 5.20 | 9.91 | 5.32 | 8.40 | 7.44 | 12.96 | 10.08 | 4.30 | 12.14 | 10.65 | 11.86 | 6.25 | 13.38 | 1.89 | 8.14 | 4.00 |
| Yield(%) | NA | 3.61 | 3.15 | 2.92 | 3.03 | NA | NA | … | … | NA | NA | 0.83 | 3.71 | 2.74 | 2.32 | 2.09 | 3.27 | 2.62 | 3.42 | 2.51 | 3.20 | 4.29 | 3.59 | 5.20 | 3.27 | 4.24 | 6.67 | 5.35 | 3.79 | 3.93 | 3.25 | 4.77 | 7.02 | 5.51 | 7.15 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| MPIQ Core Asset Mutual Funds Tactical Asset Allocation Moderate |
-0.52%
Sep 2019 – Sep 2022 |
0.99%
Sep 2017 – Sep 2022 |
3.32%
Oct 2013 – Oct 2023 |
5.48%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core Asset Mutual Funds Tactical Asset Allocation Moderate |
24.01%
Jan 2003 – Jan 2006 |
22.91%
Oct 2002 – Oct 2007 |
17.29%
Apr 2001 – Apr 2011 |
13.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart