Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MPIQ Core ETFs Asset Allocation Composite Moderate | 2.68% | 9.07% | 1.12% | 6.14% | 5.91% | 7.23% | 7.49% | 7.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Core ETFs Asset Allocation Composite Moderate | 12/31/2000 | 05/09/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.18 | 9.07 | 1.12 | 6.14 | 5.91 | 7.23 | 7.49 | 7.20 | 2.68 | 6.79 | 7.39 | -18.05 | 15.90 | 16.06 | 21.01 | -3.36 | 12.43 | 12.63 | -4.59 | 10.88 | 8.84 | 16.01 | 1.83 | 9.28 | 12.16 | 7.33 | 4.13 | 13.27 | 4.30 | 7.55 | 15.81 | -1.60 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.13 | 0.31 | 0.50 | NA | NA | 0.69 | 0.10 | 0.03 | 0.39 | -1.94 | 2.02 | 1.58 | 3.13 | -0.55 | 2.77 | 1.75 | -0.56 | 1.75 | 0.99 | 1.94 | 0.12 | 0.89 | 1.08 | 0.82 | 0.10 | 1.56 | 0.34 | 0.99 | 2.32 | -0.96 | 0.01 |
| Standard Deviation(%) | NA | 10.06 | 8.76 | 9.25 | 8.24 | NA | NA | 8.38 | 13.51 | 7.65 | 8.04 | 10.03 | 7.85 | 10.04 | 6.27 | 8.51 | 4.26 | 7.11 | 8.32 | 6.22 | 8.89 | 8.21 | 15.31 | 10.37 | 11.19 | 7.83 | 11.06 | 6.40 | 6.22 | 6.70 | 6.51 | 2.81 | 0.05 |
| Draw Down(%) | NA | 9.14 | 13.75 | 22.00 | 22.00 | NA | NA | 22.00 | 8.93 | 4.68 | 7.13 | 18.74 | 3.93 | 6.81 | 2.66 | 10.22 | 1.76 | 4.43 | 10.37 | 3.97 | 11.69 | 5.40 | 13.21 | 7.67 | 8.39 | 5.42 | 6.89 | 3.99 | 4.20 | 5.38 | 2.41 | 3.40 | 0.00 |
| Yield(%) | NA | 4.00 | 3.07 | 3.25 | 3.17 | NA | NA | 2.91 | NA | 1.17 | 3.51 | 2.09 | 3.49 | 3.14 | 3.35 | 3.10 | 3.04 | 3.42 | 2.82 | 3.56 | 2.74 | 3.93 | 3.39 | 2.98 | 3.22 | 2.94 | 3.35 | 3.14 | 2.02 | 1.67 | 1.52 | 1.03 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core ETFs Asset Allocation Composite Moderate |
-2.05%
Dec 2021 - Dec 2024 |
4.08%
Sep 2018 - Sep 2023 |
5.33%
Oct 2013 - Oct 2023 |
6.80%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Core ETFs Asset Allocation Composite Moderate |
17.63%
Dec 2018 - Dec 2021 |
12.30%
Jun 2009 - Jun 2014 |
10.44%
Sep 2011 - Sep 2021 |
9.49%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart