Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Muni ETFs Strategic Asset Allocation – Optimal Moderate | 2.31% | 5.37% | 3.03% | 1.10% | 1.07% | 1.82% | 2.05% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Muni ETFs 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 (%) | 0.33 | 5.37 | 3.03 | 1.10 | 1.07 | 1.82 | 2.05 | … | … | 2.31 | 3.96 | 1.21 | 1.86 | -4.68 | 1.05 | 0.01 | 6.60 | -0.70 | 1.09 | -0.26 | 3.39 | 3.55 | -1.92 | 4.82 | 6.29 | -0.53 | 6.87 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.81 | -0.33 | -0.79 | -0.17 | NA | NA | … | … | 0.06 | 0.94 | -0.82 | -0.71 | -3.89 | 0.84 | -0.02 | 2.80 | -1.08 | 0.22 | -0.14 | 1.08 | 1.64 | -0.60 | 1.25 | 1.81 | -0.10 | 1.22 | -1.11 | -4.15 | -11.85 | -3.16 | -1.87 | -5.17 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 1.59 | 2.45 | 2.12 | 4.75 | NA | NA | … | … | 2.58 | 1.15 | 2.94 | 2.53 | 1.57 | 1.22 | 13.52 | 1.83 | 1.93 | 1.94 | 3.34 | 3.12 | 2.16 | 3.24 | 3.79 | 3.46 | 6.52 | 5.55 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 2.55 | 2.55 | 6.23 | 17.00 | NA | NA | … | … | 2.55 | 0.86 | 2.45 | 1.90 | 5.82 | 1.57 | 17.00 | 1.57 | 2.01 | 1.51 | 6.73 | 3.60 | 1.86 | 5.48 | 3.05 | 1.67 | 8.24 | 3.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 2.96 | 3.12 | 2.32 | 2.11 | NA | NA | … | … | NA | 2.65 | 3.40 | 3.18 | 1.19 | 1.18 | 1.14 | 2.34 | 2.01 | 1.22 | 2.55 | 2.44 | 1.73 | 1.54 | 2.72 | 2.12 | 4.31 | 3.63 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 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 Muni ETFs Strategic Asset Allocation – Optimal Moderate |
-2.03%
Feb 2020 – Feb 2023 |
-0.46%
Feb 2020 – Feb 2025 |
0.48%
Nov 2012 – Nov 2022 |
1.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Muni ETFs Strategic Asset Allocation – Optimal Moderate |
5.21%
Aug 2007 – Aug 2010 |
4.40%
Aug 2005 – Aug 2010 |
3.27%
Jun 2006 – Jun 2016 |
2.71%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart