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 Strategic Asset Allocation - Optimal Moderate | 2.65% | 7.18% | 4.43% | 9.23% | 5.30% | 5.77% | 5.71% | 3.78% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/30/2025 |
| 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 (%) | -0.39 | 7.18 | 4.43 | 9.23 | 5.30 | 5.77 | 5.71 | 3.78 | 2.65 | 8.22 | 11.28 | -9.12 | 7.33 | 15.12 | 16.85 | -8.91 | 9.64 | 7.07 | -0.89 | 4.13 | 8.25 | 9.97 | -0.82 | 13.44 | 22.89 | -25.38 | 11.32 | 14.64 | 7.00 | 8.40 | 23.94 | -17.39 | -26.85 |
| Sharpe Ratio | NA | 0.51 | 0.55 | 0.56 | 0.45 | NA | NA | 0.21 | 0.39 | 0.61 | 0.94 | -0.91 | 0.86 | 0.83 | 2.85 | -1.11 | 1.79 | 0.89 | -0.11 | 0.66 | 1.12 | 1.41 | -0.06 | 1.17 | 1.24 | -1.11 | 0.78 | 1.54 | 0.86 | 0.92 | 2.09 | -0.97 | -1.05 |
| Standard Deviation(%) | NA | 9.84 | 9.45 | 9.38 | 9.78 | NA | NA | 12.56 | 11.41 | 7.58 | 8.10 | 11.63 | 8.51 | 17.85 | 5.40 | 9.23 | 5.01 | 7.71 | 8.47 | 6.19 | 7.35 | 7.01 | 13.86 | 11.37 | 18.34 | 23.79 | 10.47 | 7.31 | 5.52 | 8.05 | 11.14 | 19.09 | 27.75 |
| Draw Down(%) | NA | 8.33 | 11.02 | 16.16 | 20.06 | NA | NA | 45.99 | 8.33 | 4.24 | 6.49 | 16.16 | 4.93 | 20.06 | 2.55 | 15.12 | 3.45 | 5.17 | 8.91 | 5.06 | 7.94 | 4.99 | 13.50 | 7.76 | 18.05 | 36.99 | 6.16 | 8.07 | 3.34 | 6.01 | 8.46 | 27.64 | 37.15 |
| Yield(%) | NA | 3.30 | 3.17 | 2.81 | 2.24 | NA | NA | 2.44 | NA | 0.80 | 3.15 | 3.46 | 2.74 | 1.66 | 2.44 | 1.85 | 0.20 | 2.84 | 1.65 | 1.89 | 2.06 | 2.71 | 2.66 | 2.78 | 2.81 | 3.18 | 2.97 | 4.59 | 5.18 | 1.66 | 1.00 | 0.75 | 1.02 |
Data as of 03/31/2025, 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 Strategic Asset Allocation - Optimal Moderate |
-7.10%
Feb 2006 - Feb 2009 |
-1.29%
Feb 2004 - Feb 2009 |
3.42%
Feb 2001 - Feb 2011 |
3.33%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate |
18.85%
Feb 2009 - Feb 2012 |
14.36%
Sep 2002 - Sep 2007 |
8.37%
Feb 2009 - Feb 2019 |
7.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart