Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Two Assets | 0.87% | 9.66% | 8.42% | 8.34% | 7.85% | 9.10% | 7.57% | 8.21% |
Data as of 05/30/2025, AR inception is 04/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ Core Two Assets | 04/27/1992 | 05/30/2025 |
| 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 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 9.66 | 8.42 | 8.34 | 7.85 | 9.10 | 7.57 | 8.21 | 0.87 | 13.70 | 17.54 | -16.85 | 13.96 | 16.46 | 21.70 | -2.98 | 13.74 | 8.83 | 0.35 | 9.73 | 17.90 | 11.26 | 4.22 | 13.03 | 19.61 | -21.20 | 6.27 | 11.14 | 4.56 | 8.97 | 19.78 | -9.65 | -2.99 | -1.72 | 13.49 | 17.53 | 22.03 | 13.50 | 28.09 | -1.47 | 9.39 | 9.36 |
| Sharpe Ratio | NA | 0.53 | 0.42 | 0.56 | 0.58 | NA | NA | 0.59 | -0.02 | 1.21 | 1.54 | -1.14 | 1.68 | 0.81 | 2.87 | -0.45 | 3.29 | 1.11 | 0.04 | 1.47 | 2.61 | 1.53 | 0.31 | 1.23 | 1.19 | -0.96 | 0.34 | 1.16 | 0.35 | 1.14 | 2.01 | -0.77 | -0.42 | -0.41 | 0.92 | 1.23 | 1.80 | 1.23 | 4.34 | -0.65 | 1.30 | 1.40 |
| Standard Deviation(%) | NA | 12.00 | 11.70 | 11.44 | 11.20 | NA | NA | 10.92 | 15.64 | 8.35 | 9.02 | 16.04 | 8.29 | 19.99 | 7.04 | 9.76 | 3.97 | 7.78 | 8.70 | 6.62 | 6.85 | 7.32 | 13.42 | 10.48 | 16.44 | 23.10 | 9.22 | 6.65 | 6.50 | 7.02 | 9.51 | 14.05 | 12.90 | 14.33 | 11.02 | 11.41 | 10.17 | 7.98 | 5.56 | 7.01 | 5.54 | 5.55 |
| Draw Down(%) | NA | 12.32 | 13.20 | 21.52 | 22.27 | NA | NA | 35.12 | 11.73 | 4.54 | 8.31 | 21.30 | 3.68 | 22.27 | 3.24 | 11.80 | 1.41 | 5.97 | 7.32 | 4.11 | 4.76 | 5.27 | 10.95 | 8.87 | 17.61 | 31.12 | 5.49 | 4.85 | 4.27 | 5.60 | 7.27 | 18.53 | 16.41 | 10.23 | 7.28 | 12.38 | 6.36 | 5.53 | 1.86 | 7.41 | 2.78 | 3.15 |
| Yield(%) | NA | 1.86 | 1.89 | 1.84 | 2.01 | NA | NA | 0.00 | 0.00 | 1.87 | 2.29 | 1.57 | 1.65 | 1.91 | 2.45 | 2.05 | 2.17 | 2.22 | 2.01 | 2.15 | 2.25 | 2.59 | 2.56 | 2.72 | 3.11 | 2.83 | 3.16 | 3.21 | 2.65 | 2.59 | 2.82 | 2.67 | 3.12 | 3.84 | 3.93 | 3.80 | 4.57 | 3.93 | 4.53 | 3.78 | 3.88 | 3.55 |
Data as of 05/30/2025, AR inception is 04/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Two Assets |
-6.89%
Feb 2006 - Feb 2009 |
-1.81%
Feb 2004 - Feb 2009 |
1.00%
Feb 1999 - Feb 2009 |
4.96%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ Core Two Assets |
21.47%
Mar 1995 - Mar 1998 |
18.80%
Dec 1994 - Dec 1999 |
11.51%
Feb 2009 - Feb 2019 |
10.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart