Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WealthcareIQ Select Mrkt Cap ETFs Tactical Asset Allocation Moderate | NA | 12.91% | 3.37% | 8.84% | 5.95% | 7.71% | 8.72% | 7.58% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WealthcareIQ Select Mrkt Cap ETFs Tactical Asset Allocation 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 (%) | -1.48 | 12.91 | 3.37 | 8.84 | 5.95 | 7.71 | 8.72 | 7.58 | NA | 2.41 | 9.86 | -0.28 | 11.10 | 20.98 | 18.38 | -8.14 | 2.96 | 5.28 | -0.62 | 0.62 | 15.04 | 11.71 | 5.60 | 20.15 | 16.13 | 3.43 | 15.36 | 14.38 | 11.12 | 11.97 | 12.75 | -8.79 | -7.36 |
| Sharpe Ratio | NA | -0.19 | 0.01 | 0.42 | 0.34 | NA | NA | 0.53 | 0.07 | -0.38 | 0.57 | -0.11 | 0.81 | 1.01 | 2.52 | -0.83 | 0.32 | 0.55 | -0.07 | 0.07 | 1.76 | 1.54 | 0.35 | 1.47 | 1.16 | 0.31 | 0.83 | 1.00 | 1.10 | 1.16 | 1.18 | -1.27 | -0.94 |
| Standard Deviation(%) | NA | 10.91 | 11.98 | 14.43 | 12.06 | NA | NA | 11.41 | 11.95 | 11.08 | 9.77 | 14.64 | 13.61 | 20.56 | 6.74 | 11.43 | 7.33 | 9.16 | 10.00 | 9.23 | 8.51 | 7.54 | 15.73 | 13.69 | 13.77 | 8.18 | 14.86 | 11.06 | 8.12 | 9.48 | 10.23 | 7.77 | 10.30 |
| Draw Down(%) | NA | 8.76 | 13.86 | 21.08 | 21.08 | NA | NA | 26.97 | 1.05 | 8.76 | 8.12 | 13.86 | 6.81 | 21.08 | 3.39 | 15.38 | 7.05 | 8.28 | 9.62 | 9.75 | 7.39 | 6.28 | 13.65 | 8.62 | 7.48 | 6.08 | 10.17 | 12.73 | 5.07 | 6.55 | 9.28 | 11.50 | 17.80 |
| Yield(%) | NA | 1.92 | 2.30 | 2.11 | 2.17 | NA | NA | 0.00 | NA | 1.03 | 1.87 | 2.65 | 2.22 | 1.67 | 2.85 | 1.64 | 1.79 | 2.79 | 2.34 | 2.69 | 1.55 | 3.04 | 2.99 | 3.38 | 4.50 | 3.85 | 2.91 | 2.81 | 2.72 | 1.64 | 1.44 | 2.01 | 1.70 |
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 Select Mrkt Cap ETFs Tactical Asset Allocation Moderate |
-2.30%
May 2001 - May 2004 |
-0.09%
Dec 2013 - Dec 2018 |
4.93%
Oct 2013 - Oct 2023 |
7.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WealthcareIQ Select Mrkt Cap ETFs Tactical Asset Allocation Moderate |
18.27%
Jun 2009 - Jun 2012 |
15.56%
Feb 2009 - Feb 2014 |
13.03%
Apr 2003 - Apr 2013 |
10.07%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart