Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WealthcareIQ Selected Sector ETFs Strategic Asset Allocation - Optimal Moderate | NA | 17.60% | -0.03% | 4.48% | 4.25% | 5.27% | 5.34% | 4.88% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WealthcareIQ Selected Sector ETFs Strategic Asset Allocation - Optimal 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 (%) | -0.99 | 17.60 | -0.03 | 4.48 | 4.25 | 5.27 | 5.34 | 4.88 | NA | 4.65 | 9.47 | -14.65 | 5.85 | 16.69 | 15.42 | -5.40 | 9.21 | 6.43 | -1.70 | 5.49 | -0.24 | 10.91 | 3.51 | 13.12 | 22.00 | -15.14 | 10.54 | 9.22 | 7.19 | 2.74 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.22 | -0.51 | 0.13 | 0.32 | NA | NA | 0.43 | -0.10 | -0.29 | 0.67 | -1.47 | 1.01 | 1.20 | 3.23 | -1.22 | 2.21 | 0.96 | -0.27 | 1.23 | -0.04 | 1.90 | 0.38 | 1.55 | 1.50 | -0.92 | 1.06 | 1.30 | 1.66 | 1.07 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.67 | 8.65 | 9.45 | 7.72 | NA | NA | 7.78 | 4.22 | 6.71 | 7.76 | 10.92 | 5.78 | 13.70 | 4.33 | 5.51 | 3.88 | 6.49 | 6.49 | 4.46 | 6.63 | 5.71 | 9.23 | 8.41 | 14.65 | 17.42 | 7.12 | 4.57 | 3.03 | 1.68 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.96 | 19.23 | 20.21 | 20.21 | NA | NA | 30.00 | 0.52 | 4.96 | 7.66 | 19.91 | 3.89 | 16.46 | 1.60 | 8.71 | 2.02 | 5.33 | 8.00 | 3.71 | 9.02 | 4.27 | 7.36 | 4.75 | 12.98 | 30.00 | 3.66 | 4.47 | 2.05 | 1.82 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.69 | 3.29 | 4.04 | 3.17 | NA | NA | 3.08 | NA | 1.16 | 3.24 | 2.80 | 3.35 | 6.98 | 2.71 | 1.87 | 0.66 | 3.37 | 2.77 | 3.49 | 2.92 | 3.29 | 3.75 | 3.64 | 3.84 | 4.50 | 4.31 | 3.47 | 3.35 | 1.21 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| WealthcareIQ Selected Sector ETFs Strategic Asset Allocation - Optimal Moderate |
-3.54%
Feb 2006 - Feb 2009 |
0.11%
Feb 2004 - Feb 2009 |
2.92%
Sep 2012 - Sep 2022 |
3.86%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WealthcareIQ Selected Sector ETFs Strategic Asset Allocation - Optimal Moderate |
18.91%
Feb 2009 - Feb 2012 |
12.39%
Feb 2009 - Feb 2014 |
7.69%
Feb 2009 - Feb 2019 |
6.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart