Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Five Assets | 6.29% | 9.57% | 9.66% | 7.11% | 6.90% | 7.80% | 6.94% | 7.19% |
Data as of 07/03/2025, AR inception is 05/13/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Core Five Assets | 05/13/1996 | 07/03/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 9.57 | 9.66 | 7.11 | 6.90 | 7.80 | 6.94 | 7.19 | 6.29 | 9.78 | 14.64 | -17.08 | 12.47 | 13.73 | 19.62 | -4.75 | 14.35 | 7.41 | -0.97 | 7.87 | 12.50 | 11.51 | 1.11 | 13.09 | 23.34 | -22.19 | 7.80 | 15.08 | 7.43 | 11.86 | 23.07 | -6.52 | -2.67 | -1.81 | 13.70 | 11.45 | 14.34 | 8.05 |
| Sharpe Ratio | NA | 0.60 | 0.61 | 0.51 | 0.52 | NA | NA | 0.54 | 0.38 | 0.79 | 1.26 | -1.27 | 1.55 | 0.72 | 2.95 | -0.70 | 3.55 | 0.92 | -0.12 | 1.28 | 1.77 | 1.56 | 0.08 | 1.14 | 1.55 | -1.10 | 0.46 | 1.66 | 0.83 | 1.59 | 3.07 | -0.74 | -0.53 | -0.55 | 1.26 | 0.84 | 1.31 | 0.97 |
| Standard Deviation(%) | NA | 10.54 | 10.32 | 10.40 | 10.39 | NA | NA | 10.27 | 12.48 | 7.84 | 8.72 | 14.60 | 8.06 | 18.69 | 6.15 | 8.75 | 3.86 | 7.83 | 8.23 | 6.15 | 7.05 | 7.35 | 13.16 | 11.43 | 15.02 | 20.99 | 10.02 | 7.04 | 6.26 | 6.84 | 7.29 | 10.33 | 9.76 | 10.89 | 8.18 | 9.46 | 8.15 | 5.89 |
| Draw Down(%) | NA | 10.85 | 13.39 | 22.57 | 22.57 | NA | NA | 34.25 | 10.05 | 4.34 | 8.86 | 22.41 | 3.81 | 22.14 | 2.84 | 10.94 | 1.50 | 5.66 | 8.47 | 4.49 | 6.51 | 5.84 | 11.76 | 8.20 | 14.05 | 32.02 | 6.06 | 6.47 | 4.33 | 7.38 | 5.65 | 15.07 | 14.62 | 8.12 | 5.75 | 12.03 | 6.06 | 4.18 |
| Yield(%) | NA | 1.99 | 2.19 | 2.14 | 2.31 | NA | NA | 0.00 | 0.00 | 1.99 | 2.74 | 1.92 | 2.01 | 2.16 | 2.82 | 2.31 | 2.50 | 2.56 | 2.25 | 2.59 | 2.45 | 2.83 | 2.75 | 2.74 | 3.62 | 3.19 | 3.53 | 3.62 | 3.09 | 2.97 | 3.69 | 3.30 | 3.69 | 4.13 | 3.77 | 3.75 | 4.04 | 2.55 |
Data as of 07/03/2025, AR inception is 05/13/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Five Assets |
-5.59%
Feb 2006 - Feb 2009 |
0.20%
Feb 2004 - Feb 2009 |
2.81%
Feb 1999 - Feb 2009 |
4.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Five Assets |
18.42%
Feb 2009 - Feb 2012 |
14.81%
Feb 2009 - Feb 2014 |
10.12%
Feb 2009 - Feb 2019 |
8.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart