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 Ultra ST Bond ETFs | 0.94% | 4.61% | 4.47% | 2.49% | 2.12% | NA | NA | 1.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Ultra ST Bond ETFs | 12/31/2013 | 05/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2013.
AR inception is since 12/31/2013.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 4.61 | 4.47 | 2.49 | 2.12 | NA | NA | 1.93 | 0.94 | 3.86 | 7.12 | 1.37 | 0.13 | -0.25 | 3.06 | 2.11 | 1.44 | 1.09 | 0.70 | -0.14 | 0.00 |
| Sharpe Ratio | NA | -1.82 | 0.09 | 0.38 | 0.40 | NA | NA | 0.41 | 0.34 | -1.90 | 2.81 | -0.02 | 0.35 | -0.21 | 4.33 | 1.56 | 1.19 | 1.24 | 0.77 | -0.51 | NA |
| Standard Deviation(%) | NA | 1.12 | 1.09 | 0.88 | 1.06 | NA | NA | 1.00 | 0.77 | 1.44 | 1.02 | 0.51 | 0.30 | 2.32 | 0.38 | 0.51 | 0.68 | 0.71 | 0.87 | 0.30 | NA |
| Draw Down(%) | NA | 0.75 | 0.75 | 0.75 | 3.27 | NA | NA | 3.27 | 0.40 | 0.75 | 0.30 | 0.27 | 0.26 | 3.27 | 0.07 | 0.14 | 0.22 | 0.20 | 0.32 | 0.30 | 0.00 |
| Yield(%) | NA | 4.70 | 4.04 | 2.77 | 2.20 | NA | NA | 0.00 | 0.38 | 5.15 | 4.86 | 1.80 | 0.69 | 1.33 | 2.67 | 2.15 | 1.46 | 0.87 | 0.82 | 0.13 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Ultra ST Bond ETFs |
0.27%
Oct 2019 - Oct 2022 |
1.11%
Jan 2014 - Jan 2019 |
1.67%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Ultra ST Bond ETFs |
4.59%
Apr 2022 - Apr 2025 |
3.05%
Apr 2020 - Apr 2025 |
2.16%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart