Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IETFX (MORNINGSTAR INCOME AND GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 4.03% | 12.75% | 10.21% | 2.64% | 4.85% | 4.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IETFX (MORNINGSTAR INCOME AND GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) | 01/17/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 12.75 | 10.21 | 2.64 | 4.85 | 4.32 | NA | … | … | 4.03 | 11.73 | 7.98 | 10.71 | -16.52 | 3.19 | 10.64 | 12.91 | -4.25 | 9.94 | 6.37 | -1.68 | 3.31 | 7.34 | 4.73 | 1.09 | 8.35 | 12.49 | -12.70 |
| Sharpe Ratio | NA | 1.98 | 1.06 | 0.07 | 0.42 | NA | NA | … | … | 1.56 | 1.17 | 0.73 | 0.87 | -1.50 | 0.52 | 0.68 | 2.71 | -1.00 | 2.98 | 1.01 | -0.27 | 0.76 | 1.43 | 0.77 | 0.11 | 1.15 | 1.06 | -0.87 |
| Standard Deviation(%) | NA | 6.28 | 7.44 | 8.37 | 8.23 | NA | NA | … | … | 7.84 | 7.59 | 5.93 | 8.22 | 12.01 | 6.14 | 15.14 | 4.22 | 5.67 | 3.13 | 6.11 | 6.24 | 4.33 | 5.10 | 6.08 | 9.44 | 7.17 | 11.67 | 16.34 |
| Draw Down(%) | NA | 5.04 | 6.89 | 20.53 | 20.53 | NA | NA | … | … | 5.04 | 6.80 | 3.15 | 6.29 | 17.40 | 5.34 | 16.89 | 2.17 | 8.33 | 1.20 | 3.88 | 6.81 | 3.46 | 4.93 | 4.18 | 8.45 | 4.90 | 13.21 | 24.74 |
| Yield(%) | 0.00 | 10.68 | 6.09 | 3.60 | 4.76 | 4.21 | 3.44 | … | … | 0.00 | 11.02 | 3.08 | 3.30 | 1.59 | 1.50 | 5.47 | 4.81 | 5.86 | 6.81 | 7.27 | 5.32 | 2.92 | 2.47 | 1.66 | 2.46 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IETFX (MORNINGSTAR INCOME AND GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
-2.52%
Apr 2021 – Apr 2024 |
0.60%
Dec 2017 – Dec 2022 |
2.23%
Oct 2013 – Oct 2023 |
2.66%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IETFX (MORNINGSTAR INCOME AND GROWTH ETF ASSET ALLOCATION PORTFOLIO CLASS II) |
12.48%
Feb 2009 – Feb 2012 |
9.22%
Feb 2009 – Feb 2014 |
6.17%
Feb 2009 – Feb 2019 |
5.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart