Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 20.64% | 4.40% | 7.81% | 5.28% | 5.83% | 5.87% | 6.53% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.95 | 20.64 | 4.40 | 7.81 | 5.28 | 5.83 | 5.87 | 6.53 | NA | 9.37 | 8.21 | -5.50 | 9.82 | 14.21 | 16.29 | -10.33 | 7.52 | 5.57 | -1.97 | 3.04 | 4.64 | 11.59 | -0.27 | 12.45 | 21.51 | -22.47 | 9.55 | 15.75 | 10.98 | 13.54 | 26.34 | -5.47 | 6.72 |
| Sharpe Ratio | NA | 0.53 | 0.02 | 0.42 | 0.37 | NA | NA | 0.48 | 0.05 | 0.39 | 0.58 | -0.65 | 1.13 | 0.85 | 2.82 | -1.34 | 1.51 | 0.75 | -0.26 | 0.52 | 0.59 | 1.68 | -0.02 | 1.15 | 1.28 | -1.07 | 0.67 | 1.50 | 1.31 | 1.52 | 2.85 | -0.61 | 0.52 |
| Standard Deviation(%) | NA | 7.00 | 8.35 | 10.57 | 8.91 | NA | NA | 10.27 | 3.73 | 7.05 | 6.85 | 10.64 | 8.67 | 16.52 | 5.27 | 8.72 | 4.56 | 7.11 | 7.73 | 5.80 | 7.81 | 6.88 | 12.97 | 10.75 | 16.71 | 21.92 | 9.78 | 8.34 | 6.71 | 8.29 | 9.01 | 10.86 | 8.42 |
| Draw Down(%) | NA | 4.55 | 12.20 | 16.67 | 16.67 | NA | NA | 36.02 | 0.28 | 4.55 | 5.64 | 12.20 | 4.98 | 16.67 | 2.15 | 15.53 | 2.29 | 5.76 | 8.47 | 4.45 | 9.70 | 5.40 | 11.38 | 6.99 | 15.00 | 35.57 | 5.38 | 9.30 | 4.13 | 9.73 | 6.69 | 16.60 | 10.13 |
| Yield(%) | NA | 3.36 | 3.06 | 2.68 | 2.24 | NA | NA | 2.45 | NA | 0.92 | 3.20 | 2.67 | 2.97 | 1.88 | 2.21 | 1.16 | 0.51 | 3.60 | 1.85 | 1.90 | 2.52 | 3.38 | 3.30 | 2.81 | 3.71 | 3.84 | 2.71 | 2.55 | 2.42 | 1.70 | 1.53 | 1.35 | 1.63 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.62%
Feb 2006 - Feb 2009 |
0.56%
Dec 2013 - Dec 2018 |
3.08%
May 2008 - May 2018 |
3.42%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Diversified Allocation ETF Plan Strategic Asset Allocation - Equal Weight Moderate |
19.87%
Mar 2003 - Mar 2006 |
16.03%
Oct 2002 - Oct 2007 |
9.50%
Mar 2003 - Mar 2013 |
7.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart