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 Strategic Asset Allocation - Optimal Moderate | NA | 5.37% | 1.84% | 4.05% | 4.73% | 4.62% | 5.38% | 3.16% |
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 Strategic Asset Allocation - Optimal 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 (%) | 1.96 | 5.37 | 1.84 | 4.05 | 4.73 | 4.62 | 5.38 | 3.16 | 4.86 | -12.07 | 7.16 | 14.58 | 17.15 | -8.75 | 9.75 | 7.45 | -0.67 | 4.19 | 7.73 | 10.02 | -0.83 | 13.92 | 23.20 | -25.70 | 10.75 | 13.31 | 6.98 | 8.02 | 23.54 | -17.57 | -26.89 |
| Sharpe Ratio | NA | 0.51 | -0.06 | 0.30 | 0.34 | NA | NA | 0.15 | 0.13 | -1.05 | 0.82 | 0.80 | 2.89 | -1.10 | 1.83 | 0.94 | -0.08 | 0.67 | 1.07 | 1.39 | -0.06 | 1.21 | 1.26 | -1.13 | 0.74 | 1.37 | 0.87 | 0.89 | 2.05 | -0.98 | -1.05 |
| Standard Deviation(%) | NA | 9.41 | 10.13 | 11.63 | 9.69 | NA | NA | 12.85 | 8.46 | 12.87 | 8.66 | 17.99 | 5.45 | 9.17 | 4.99 | 7.71 | 8.40 | 6.22 | 7.18 | 7.15 | 14.20 | 11.46 | 18.35 | 23.64 | 10.43 | 7.33 | 5.53 | 7.99 | 11.15 | 19.09 | 27.75 |
| Draw Down(%) | NA | 6.57 | 19.45 | 20.14 | 20.14 | NA | NA | 46.10 | 6.57 | 19.39 | 4.95 | 20.14 | 2.58 | 14.96 | 3.41 | 5.14 | 8.73 | 4.99 | 8.38 | 5.17 | 13.66 | 7.82 | 17.99 | 36.66 | 6.14 | 8.06 | 3.34 | 5.95 | 8.46 | 27.75 | 37.15 |
| Yield(%) | NA | 3.12 | 3.22 | 2.75 | 2.31 | NA | NA | 2.47 | 2.31 | 4.12 | 2.68 | 1.51 | 2.45 | 1.86 | 0.30 | 3.20 | 1.92 | 2.27 | 1.97 | 2.79 | 2.88 | 2.89 | 2.70 | 2.51 | 2.74 | 4.59 | 5.20 | 1.32 | 0.58 | 0.57 | 0.98 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.74%
Feb 2006 - Feb 2009 |
-1.77%
Feb 2004 - Feb 2009 |
3.18%
Feb 2001 - Feb 2011 |
3.15%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate |
19.10%
Feb 2009 - Feb 2012 |
14.04%
Feb 2009 - Feb 2014 |
8.49%
Feb 2009 - Feb 2019 |
7.17%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart