Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Core ETFs 2 Strategic Asset Allocation – Optimal Moderate | 4.62% | 18.37% | 13.79% | 6.63% | 7.91% | 6.68% | 6.08% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Core ETFs 2 Strategic Asset Allocation – Optimal 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 (%) | 0.17 | 18.37 | 13.79 | 6.63 | 7.91 | 6.68 | 6.08 | … | … | 4.62 | 16.33 | 8.80 | 14.70 | -16.31 | 11.28 | 6.88 | 19.10 | -5.44 | 14.52 | 5.88 | -1.52 | 7.29 | 10.25 | 12.80 | 0.02 | 12.23 | 23.18 | -24.92 | 6.35 | 11.80 | 4.68 | 8.00 | 18.08 | -12.02 | 9.58 |
| Sharpe Ratio | NA | 2.04 | 1.05 | 0.35 | 0.53 | NA | NA | … | … | 0.40 | 1.33 | 0.64 | 1.26 | -1.21 | 1.46 | 0.32 | 2.69 | -0.79 | 3.23 | 0.64 | -0.17 | 1.15 | 1.23 | 1.47 | 0.00 | 0.97 | 1.17 | -0.99 | 0.28 | 1.33 | 0.39 | 1.04 | 1.74 | -0.88 | 1.34 |
| Standard Deviation(%) | NA | 8.21 | 9.22 | 10.31 | 10.83 | NA | NA | … | … | 10.71 | 10.14 | 8.10 | 8.79 | 14.60 | 7.72 | 20.89 | 6.56 | 8.64 | 4.29 | 8.92 | 8.98 | 6.31 | 8.33 | 8.66 | 15.49 | 12.51 | 19.66 | 26.19 | 11.41 | 6.32 | 6.25 | 6.74 | 9.97 | 14.94 | 5.34 |
| Draw Down(%) | NA | 6.95 | 9.07 | 22.69 | 26.19 | NA | NA | … | … | 6.95 | 9.07 | 4.11 | 8.93 | 22.69 | 3.69 | 26.19 | 3.32 | 10.89 | 1.54 | 6.40 | 9.63 | 4.68 | 8.58 | 6.63 | 13.16 | 8.54 | 17.58 | 35.13 | 6.79 | 4.59 | 4.21 | 5.08 | 8.08 | 20.34 | 2.44 |
| Yield(%) | NA | 3.60 | 2.82 | 2.75 | 2.65 | NA | NA | … | … | NA | NA | 1.14 | 3.16 | 2.23 | 2.47 | 1.87 | 3.28 | 2.60 | 2.87 | 2.67 | 2.20 | 2.72 | 2.66 | 3.18 | 3.09 | 3.07 | 2.81 | 1.96 | 2.55 | 2.68 | 1.95 | 1.45 | 1.23 | 1.16 | 2.36 |
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 ETFs 2 Strategic Asset Allocation – Optimal Moderate |
-8.24%
Feb 2006 – Feb 2009 |
-2.69%
Feb 2004 – Feb 2009 |
3.78%
Dec 2001 – Dec 2011 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core ETFs 2 Strategic Asset Allocation – Optimal Moderate |
18.43%
Feb 2009 – Feb 2012 |
14.52%
Feb 2009 – Feb 2014 |
9.64%
Feb 2009 – Feb 2019 |
8.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart