Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate | NA | -3.54% | 5.23% | 2.75% | 3.42% | 5.51% | 7.20% | 6.97% |
Data as of 08/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 1.29 | -3.54 | 5.23 | 2.75 | 3.42 | 5.51 | 7.20 | 6.97 | -1.28 | -9.85 | 17.39 | 9.72 | 7.29 | -8.53 | 7.91 | 3.93 | -3.02 | 2.45 | 11.18 | 14.44 | -1.73 | 9.65 | 22.75 | 2.56 | 20.45 | 14.48 | 9.93 | 9.53 | 15.18 | 1.26 | 2.31 |
| Sharpe Ratio | NA | -0.54 | 0.20 | 0.19 | 0.20 | NA | NA | 0.61 | -0.59 | -0.84 | 1.89 | 0.81 | 1.20 | -1.13 | 1.22 | 0.51 | -0.47 | 0.34 | 1.41 | 2.33 | -0.17 | 0.68 | 1.80 | 0.18 | 1.32 | 1.07 | 0.93 | 1.03 | 2.20 | 0.03 | 0.01 |
| Standard Deviation(%) | NA | 9.68 | 10.56 | 9.95 | 8.66 | NA | NA | 9.09 | 8.55 | 13.35 | 9.18 | 11.70 | 4.89 | 8.74 | 5.99 | 7.26 | 6.53 | 7.24 | 7.92 | 6.18 | 10.39 | 14.08 | 12.61 | 9.28 | 13.17 | 10.49 | 8.38 | 8.37 | 6.57 | 4.66 | 0.05 |
| Draw Down(%) | NA | 7.92 | 16.98 | 16.98 | 20.15 | NA | NA | 20.15 | 7.92 | 16.98 | 4.50 | 15.08 | 2.77 | 16.30 | 2.90 | 7.40 | 8.26 | 7.52 | 9.19 | 4.60 | 10.39 | 9.30 | 5.58 | 10.34 | 7.97 | 13.05 | 5.25 | 7.28 | 2.82 | 5.78 | 0.00 |
| Yield(%) | NA | 2.49 | 3.17 | 2.79 | 2.66 | NA | NA | 2.70 | 1.79 | 3.39 | 3.75 | 1.88 | 2.56 | 1.36 | 0.47 | 3.57 | 2.57 | 4.66 | 1.89 | 4.43 | 1.84 | 2.51 | 4.03 | 2.79 | 3.06 | 2.90 | 3.32 | 1.52 | 1.65 | 1.07 | 2.31 |
Data as of 08/31/2023, 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 |
|---|---|---|---|---|
| TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate |
-1.54%
Oct 2017 - Oct 2020 |
-0.81%
Mar 2015 - Mar 2020 |
2.39%
Oct 2013 - Oct 2023 |
4.77%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate |
18.23%
Apr 2005 - Apr 2008 |
16.35%
Apr 2005 - Apr 2010 |
12.13%
Apr 2003 - Apr 2013 |
9.50%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart