Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate | -3.71% | 2.82% | 2.84% | 12.50% | 5.88% | 6.67% | 9.15% | 8.36% |
Data as of 04/30/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate | 12/31/2000 | 07/02/2025 |
| 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 (%) | 0.53 | 2.82 | 2.84 | 12.50 | 5.88 | 6.67 | 9.15 | 8.36 | -3.71 | 9.14 | 11.22 | -4.59 | 34.28 | 7.04 | 13.09 | -10.43 | 6.94 | 6.65 | -4.91 | 3.21 | 9.47 | 14.74 | 5.51 | 17.78 | 15.01 | 13.22 | 21.07 | 12.75 | 9.96 | 14.08 | 16.45 | -8.97 | 2.31 |
| Sharpe Ratio | NA | -0.58 | 0.22 | 0.82 | 0.44 | NA | NA | 0.69 | -0.17 | 0.53 | 0.85 | -0.53 | 1.94 | 0.40 | 1.97 | -1.21 | 1.08 | 0.72 | -0.54 | 0.41 | 1.10 | 1.98 | 0.45 | 1.26 | 1.15 | 1.76 | 1.35 | 0.83 | 0.91 | 1.50 | 2.44 | -1.21 | -2.43 |
| Standard Deviation(%) | NA | 10.69 | 9.97 | 12.48 | 11.28 | NA | NA | 10.34 | 10.72 | 10.41 | 8.92 | 11.29 | 17.68 | 17.16 | 5.89 | 9.74 | 5.84 | 8.90 | 9.13 | 7.80 | 8.58 | 7.43 | 12.19 | 14.09 | 12.92 | 6.96 | 13.33 | 11.19 | 8.44 | 8.73 | 6.46 | 8.37 | 0.05 |
| Draw Down(%) | NA | 13.99 | 13.99 | 15.15 | 25.20 | NA | NA | 25.20 | 11.42 | 7.22 | 7.95 | 15.15 | 4.48 | 25.20 | 2.72 | 18.35 | 2.96 | 8.56 | 11.22 | 7.13 | 10.70 | 4.81 | 9.50 | 8.81 | 8.44 | 5.25 | 8.90 | 12.72 | 5.44 | 7.70 | 3.03 | 12.36 | 0.00 |
| Yield(%) | NA | 2.14 | 2.54 | 2.42 | 2.38 | NA | NA | 0.00 | NA | 1.45 | 2.03 | 2.99 | 3.25 | 1.38 | 2.57 | 1.87 | 2.32 | 1.80 | 2.21 | 3.29 | 1.58 | 3.99 | 2.25 | 2.58 | 3.57 | 3.10 | 2.83 | 2.92 | 4.01 | 2.95 | 2.41 | 1.72 | 2.31 |
Data as of 04/30/2025, 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 Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate |
-2.10%
May 2017 - May 2020 |
-1.09%
Mar 2015 - Mar 2020 |
3.66%
Oct 2010 - Oct 2020 |
6.67%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate |
17.76%
Mar 2005 - Mar 2008 |
17.16%
Oct 2005 - Oct 2010 |
14.63%
Apr 2003 - Apr 2013 |
10.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart