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 Asset Allocation Composite Moderate | 7.05% | 19.89% | 10.17% | 3.48% | 5.55% | 5.16% | 6.52% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Asset Allocation Composite 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 (%) | 0.40 | 19.89 | 10.17 | 3.48 | 5.55 | 5.16 | 6.52 | … | … | 7.05 | 14.54 | 2.43 | 4.26 | -12.98 | 5.71 | 1.67 | 18.23 | -3.49 | 14.90 | 8.94 | -4.15 | 5.38 | 9.27 | 14.07 | 0.90 | 11.13 | 18.59 | 1.40 | 5.72 | 16.24 | 5.65 | 8.19 | 19.33 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.74 | 0.69 | 0.03 | 0.36 | NA | NA | … | … | 0.37 | 1.23 | -0.14 | 0.07 | -1.72 | 0.59 | 0.11 | 2.70 | -0.50 | 2.46 | 1.11 | -0.57 | 0.78 | 1.10 | 1.71 | 0.05 | 0.98 | 1.49 | 0.09 | 0.24 | 1.74 | 0.59 | 0.90 | 2.38 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 9.32 | 9.44 | 9.15 | 9.10 | NA | NA | … | … | 12.47 | 9.45 | 8.31 | 9.16 | 8.36 | 9.60 | 12.45 | 6.21 | 9.75 | 5.79 | 7.87 | 7.33 | 6.85 | 8.42 | 8.22 | 16.78 | 11.27 | 12.41 | 4.88 | 10.90 | 7.36 | 5.75 | 8.00 | 7.81 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.87 | 10.54 | 20.50 | 20.90 | NA | NA | … | … | 7.87 | 8.54 | 6.26 | 9.59 | 13.74 | 5.66 | 20.90 | 2.67 | 11.99 | 2.82 | 6.34 | 8.68 | 6.26 | 9.18 | 5.69 | 15.87 | 8.52 | 5.60 | 6.03 | 6.31 | 7.07 | 3.36 | 5.96 | 3.01 | 0.00 | 0.00 |
| Yield(%) | NA | 3.65 | 3.24 | 2.63 | 2.45 | NA | NA | … | … | NA | NA | 0.93 | 3.56 | 2.88 | 2.78 | 1.08 | 2.41 | 2.35 | 2.00 | 2.13 | 1.90 | 3.00 | 2.33 | 4.17 | 2.61 | 2.69 | 2.50 | 3.26 | 3.05 | 4.99 | 4.96 | 1.65 | 1.08 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Asset Allocation Composite Moderate |
-3.15%
Apr 2021 – Apr 2024 |
-0.32%
Sep 2018 – Sep 2023 |
2.58%
Oct 2013 – Oct 2023 |
4.41%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Asset Allocation Composite Moderate |
14.99%
Apr 2008 – Apr 2011 |
11.83%
Oct 2002 – Oct 2007 |
10.62%
Apr 2003 – Apr 2013 |
9.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart