Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Default ETFs TRB MF Tactical Asset Allocation Moderate | 7.19% | 15.24% | 12.64% | 8.46% | 6.33% | 5.88% | 8.86% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Default ETFs TRB MF 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 (%) | 0.35 | 15.24 | 12.64 | 8.46 | 6.33 | 5.88 | 8.86 | … | … | 7.19 | 7.73 | 13.58 | 7.45 | -3.23 | 13.91 | 0.55 | 12.80 | -9.63 | 7.98 | 5.94 | -3.98 | 2.37 | 15.17 | 17.78 | 2.70 | 21.91 | 16.46 | 13.31 | 18.83 | 23.40 | 10.23 | 13.26 | 23.84 | 5.78 | 6.39 |
| Sharpe Ratio | NA | 1.85 | 0.84 | 0.52 | 0.40 | NA | NA | … | … | 0.36 | 0.51 | 1.19 | 0.48 | -0.40 | 1.41 | 0.02 | 1.94 | -1.17 | 1.33 | 0.66 | -0.43 | 0.31 | 2.00 | 2.22 | 0.20 | 1.52 | 1.25 | 1.63 | 1.05 | 1.79 | 0.87 | 1.54 | 3.26 | 0.73 | 0.61 |
| Standard Deviation(%) | NA | 9.36 | 9.08 | 9.63 | 9.99 | NA | NA | … | … | 12.39 | 9.43 | 8.38 | 7.95 | 11.68 | 9.83 | 17.02 | 5.83 | 9.41 | 5.50 | 8.71 | 9.34 | 7.63 | 7.57 | 7.97 | 13.03 | 14.36 | 13.04 | 7.56 | 14.90 | 11.18 | 9.15 | 7.98 | 7.10 | 6.31 | 6.48 |
| Draw Down(%) | NA | 8.44 | 12.15 | 13.59 | 24.93 | NA | NA | … | … | 8.44 | 12.15 | 5.07 | 6.89 | 12.84 | 5.18 | 24.93 | 2.64 | 15.96 | 2.82 | 8.27 | 10.34 | 8.06 | 7.71 | 5.49 | 12.37 | 10.12 | 8.54 | 4.95 | 10.46 | 9.96 | 6.49 | 6.78 | 4.36 | 5.63 | 5.42 |
| Yield(%) | NA | 2.87 | 2.64 | 2.45 | 2.63 | NA | NA | … | … | NA | 0.18 | 3.60 | 2.90 | 1.79 | 2.36 | 1.92 | 2.86 | 2.47 | 3.57 | 2.88 | 2.68 | 3.51 | 3.67 | 4.68 | 2.83 | 4.00 | 6.31 | 6.10 | 3.63 | 4.14 | 4.34 | 4.07 | 4.72 | 5.75 | 5.86 |
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 Default ETFs TRB MF Tactical Asset Allocation Moderate |
-3.07%
Oct 2017 – Oct 2020 |
-1.75%
Mar 2015 – Mar 2020 |
2.80%
Oct 2013 – Oct 2023 |
5.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Default ETFs TRB MF Tactical Asset Allocation Moderate |
20.99%
Mar 2005 – Mar 2008 |
19.82%
Apr 2005 – Apr 2010 |
16.56%
Apr 2003 – Apr 2013 |
12.73%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart