Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Core Asset Mutual Funds Strategic Asset Allocation – Optimal Moderate | 4.55% | 18.87% | 13.60% | 6.29% | 7.64% | 6.52% | 6.72% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Core Asset Mutual Funds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.34 | 18.87 | 13.60 | 6.29 | 7.64 | 6.52 | 6.72 | … | … | 4.55 | 16.06 | 8.51 | 14.24 | -16.09 | 10.18 | 3.48 | 17.85 | -5.11 | 16.73 | 7.63 | -2.63 | 7.24 | 11.91 | 15.49 | -2.02 | 15.89 | 25.90 | -23.70 | 10.12 | 17.10 | 10.04 | 14.78 | 30.22 | -4.01 | -1.86 |
| Sharpe Ratio | NA | 2.23 | 1.11 | 0.34 | 0.52 | NA | NA | … | … | 0.40 | 1.44 | 0.65 | 1.26 | -1.27 | 1.34 | 0.16 | 2.72 | -0.78 | 3.85 | 0.88 | -0.30 | 1.09 | 1.58 | 1.89 | -0.14 | 1.24 | 1.37 | -1.08 | 0.61 | 1.73 | 1.21 | 1.77 | 3.94 | -0.50 | -0.43 |
| Standard Deviation(%) | NA | 7.82 | 8.57 | 9.68 | 10.37 | NA | NA | … | … | 10.25 | 9.16 | 7.53 | 8.38 | 13.82 | 7.60 | 20.53 | 6.03 | 8.34 | 4.17 | 8.39 | 8.87 | 6.65 | 7.51 | 8.17 | 14.61 | 12.78 | 18.84 | 22.84 | 11.41 | 7.90 | 6.43 | 7.78 | 7.50 | 10.35 | 9.93 |
| Draw Down(%) | NA | 6.87 | 9.86 | 22.52 | 27.52 | NA | NA | … | … | 6.87 | 9.25 | 3.93 | 8.64 | 22.37 | 3.74 | 27.52 | 3.20 | 11.03 | 1.33 | 6.16 | 9.97 | 5.37 | 8.09 | 6.87 | 14.98 | 10.35 | 17.83 | 35.39 | 7.78 | 8.67 | 4.97 | 9.13 | 6.91 | 14.73 | 15.39 |
| Yield(%) | NA | 4.04 | 3.45 | 3.37 | 3.38 | NA | NA | … | … | NA | NA | 1.00 | 3.97 | 3.01 | 2.64 | 3.14 | 3.21 | 3.34 | 3.74 | 3.18 | 3.07 | 4.23 | 3.71 | 4.69 | 3.71 | 3.59 | 4.41 | 3.74 | 3.66 | 3.96 | 3.04 | 4.23 | 4.55 | 4.18 | 3.87 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core Asset Mutual Funds Strategic Asset Allocation – Optimal Moderate |
-6.42%
Feb 2006 – Feb 2009 |
0.74%
Sep 2017 – Sep 2022 |
3.77%
Oct 2013 – Oct 2023 |
4.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core Asset Mutual Funds Strategic Asset Allocation – Optimal Moderate |
21.23%
Feb 2009 – Feb 2012 |
17.73%
Oct 2002 – Oct 2007 |
11.06%
Mar 2003 – Mar 2013 |
9.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart