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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.60% | 1.93% | 7.02% | 5.47% | 6.40% | 6.35% | 6.22% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.37 | 19.60 | 1.93 | 7.02 | 5.47 | 6.40 | 6.35 | 6.22 | NA | 7.13 | 7.89 | -8.03 | 6.95 | 20.24 | 18.21 | -7.90 | 11.34 | 5.36 | -1.73 | 3.10 | 9.65 | 11.42 | -2.23 | 14.21 | 30.84 | -27.28 | 8.05 | 18.17 | 10.49 | 10.10 | 21.79 | -8.01 | 0.20 |
| Sharpe Ratio | NA | 0.18 | -0.16 | 0.30 | 0.36 | NA | NA | 0.39 | -0.02 | 0.07 | 0.42 | -0.77 | 0.72 | 0.98 | 2.79 | -0.98 | 2.10 | 0.57 | -0.19 | 0.44 | 1.28 | 1.57 | -0.15 | 1.14 | 1.51 | -1.19 | 0.41 | 1.68 | 1.13 | 1.09 | 2.06 | -0.69 | -0.14 |
| Standard Deviation(%) | NA | 8.17 | 9.87 | 12.69 | 10.61 | NA | NA | 12.05 | 7.93 | 8.24 | 8.75 | 12.17 | 9.62 | 20.46 | 6.03 | 9.40 | 5.09 | 9.10 | 9.38 | 7.05 | 7.53 | 7.22 | 14.74 | 12.39 | 20.32 | 23.65 | 12.40 | 8.88 | 7.38 | 8.43 | 10.26 | 13.30 | 14.69 |
| Draw Down(%) | NA | 4.02 | 13.52 | 22.42 | 22.42 | NA | NA | 43.35 | 0.66 | 4.02 | 8.49 | 14.42 | 6.46 | 22.42 | 2.66 | 13.45 | 1.96 | 7.77 | 9.15 | 5.54 | 6.75 | 5.88 | 14.30 | 9.04 | 19.42 | 40.51 | 7.47 | 8.67 | 4.84 | 6.15 | 8.76 | 18.38 | 15.84 |
| Yield(%) | NA | 3.49 | 2.86 | 3.77 | 3.08 | NA | NA | 2.89 | NA | 0.97 | 3.41 | 2.81 | 1.92 | 7.01 | 2.61 | 1.55 | 1.14 | 3.59 | 2.77 | 3.09 | 2.79 | 3.78 | 3.04 | 3.61 | 5.21 | 3.70 | 3.52 | 3.15 | 2.89 | 1.04 | 0.61 | 0.84 | 1.34 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-8.48%
Feb 2006 - Feb 2009 |
-0.88%
Feb 2004 - Feb 2009 |
3.68%
Oct 2007 - Oct 2017 |
4.06%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WealthcareIQ Select Mrkt Cap ETFs Strategic Asset Allocation - Equal Weight Moderate |
21.26%
Feb 2009 - Feb 2012 |
15.94%
Feb 2009 - Feb 2014 |
9.18%
Feb 2009 - Feb 2019 |
8.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart