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 - Optimal Moderate | NA | 21.18% | 1.49% | 6.51% | 5.48% | 7.01% | 6.73% | 6.67% |
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 - 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 (%) | -1.48 | 21.18 | 1.49 | 6.51 | 5.48 | 7.01 | 6.73 | 6.67 | NA | 6.04 | 14.44 | -14.95 | 5.23 | 21.23 | 20.39 | -8.93 | 11.73 | 5.41 | -0.47 | 4.79 | 9.82 | 14.06 | 0.72 | 16.13 | 29.88 | -24.76 | 8.82 | 15.00 | 8.54 | 9.19 | 22.37 | -7.66 | 2.82 |
| Sharpe Ratio | NA | 0.07 | -0.25 | 0.23 | 0.34 | NA | NA | 0.41 | -0.02 | -0.06 | 1.00 | -1.33 | 0.53 | 1.03 | 2.90 | -0.98 | 2.13 | 0.58 | -0.06 | 0.69 | 1.25 | 1.70 | 0.04 | 1.18 | 1.43 | -1.03 | 0.52 | 1.40 | 0.95 | 1.10 | 2.07 | -0.64 | 0.03 |
| Standard Deviation(%) | NA | 8.79 | 10.58 | 13.01 | 10.91 | NA | NA | 12.43 | 8.07 | 8.95 | 10.22 | 12.26 | 9.80 | 20.34 | 6.54 | 10.48 | 5.22 | 9.01 | 9.14 | 6.93 | 7.82 | 8.25 | 16.70 | 13.55 | 20.82 | 24.93 | 11.21 | 8.37 | 6.74 | 7.49 | 10.45 | 13.65 | 15.15 |
| Draw Down(%) | NA | 4.57 | 20.36 | 22.23 | 22.23 | NA | NA | 40.77 | 0.78 | 4.57 | 9.12 | 20.62 | 5.76 | 22.23 | 2.89 | 16.15 | 2.51 | 7.58 | 8.81 | 5.08 | 6.22 | 6.39 | 14.94 | 9.71 | 19.19 | 38.69 | 6.91 | 9.21 | 4.25 | 6.18 | 8.54 | 18.95 | 14.99 |
| Yield(%) | NA | 2.73 | 2.63 | 3.63 | 2.86 | NA | NA | 2.53 | NA | 0.66 | 2.61 | 2.62 | 2.39 | 7.18 | 2.62 | 1.42 | 0.64 | 3.45 | 2.32 | 2.88 | 2.45 | 3.18 | 2.90 | 2.15 | 3.45 | 3.38 | 3.06 | 2.72 | 2.29 | 0.89 | 0.65 | 0.84 | 1.37 |
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 - Optimal Moderate |
-7.92%
Feb 2006 - Feb 2009 |
-1.30%
Feb 2004 - Feb 2009 |
4.08%
Oct 2013 - Oct 2023 |
4.48%
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 - Optimal Moderate |
23.68%
Feb 2009 - Feb 2012 |
17.40%
Feb 2009 - Feb 2014 |
10.24%
Feb 2009 - Feb 2019 |
9.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart