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 Asset Allocation Composite Moderate | 5.11% | 18.89% | 12.47% | 5.14% | 6.50% | 6.56% | 6.79% | … | … |
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 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 (%) | 0.30 | 18.89 | 12.47 | 5.14 | 6.50 | 6.56 | 6.79 | … | … | 5.11 | 16.16 | 6.70 | 6.88 | -17.66 | 14.44 | 0.80 | 21.18 | -3.53 | 13.27 | 8.43 | -0.28 | 11.73 | 7.53 | 16.17 | 1.84 | 9.05 | 15.13 | -1.86 | 2.33 | 13.03 | 4.68 | 8.00 | 15.14 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.10 | 0.94 | 0.20 | 0.54 | NA | NA | … | … | 0.45 | 1.37 | 0.38 | 0.38 | -1.92 | 1.87 | 0.04 | 3.16 | -0.58 | 3.00 | 1.25 | -0.04 | 1.89 | 0.83 | 1.96 | 0.12 | 0.89 | 1.46 | -0.60 | -0.07 | 1.51 | 0.39 | 1.04 | 2.19 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 8.15 | 9.07 | 8.96 | 8.62 | NA | NA | … | … | 10.56 | 9.71 | 8.01 | 8.43 | 9.96 | 7.71 | 12.26 | 6.25 | 8.50 | 4.21 | 6.55 | 7.37 | 6.19 | 9.08 | 8.22 | 15.37 | 10.09 | 10.27 | 4.73 | 11.39 | 6.37 | 6.25 | 6.74 | 6.58 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.73 | 9.46 | 22.25 | 22.25 | NA | NA | … | … | 6.73 | 8.61 | 4.19 | 9.46 | 18.40 | 3.81 | 21.52 | 2.66 | 10.42 | 1.76 | 4.46 | 8.66 | 3.84 | 12.03 | 5.38 | 13.19 | 7.69 | 5.77 | 6.13 | 7.74 | 3.99 | 4.21 | 5.08 | 2.52 | 0.00 | 0.00 |
| Yield(%) | NA | 3.74 | 2.89 | 2.92 | 3.10 | NA | NA | … | … | NA | NA | 1.11 | 3.33 | 2.24 | 2.68 | 2.29 | 3.37 | 3.26 | 3.11 | 3.72 | 3.11 | 3.49 | 2.62 | 3.92 | 3.18 | 2.58 | 3.16 | 0.81 | 2.78 | 2.99 | 1.95 | 1.45 | 1.17 | 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 |
|---|---|---|---|---|
| MPIQ Core ETFs 2 Asset Allocation Composite Moderate |
-2.20%
Apr 2021 – Apr 2024 |
0.99%
Sep 2018 – Sep 2023 |
3.80%
Oct 2013 – Oct 2023 |
5.76%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core ETFs 2 Asset Allocation Composite Moderate |
13.07%
Sep 2011 – Sep 2014 |
11.95%
Jun 2009 – Jun 2014 |
9.31%
Jun 2009 – Jun 2019 |
8.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart