Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation | -0.48% | 5.88% | 10.67% | 14.17% | 10.99% | 13.20% | 15.18% | 14.61% |
Data as of 05/30/2025, AR inception is 01/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation | 01/02/2004 | 08/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 5.88 | 10.67 | 14.17 | 10.99 | 13.20 | 15.18 | 14.61 | -0.48 | 17.18 | 24.76 | -16.48 | 29.60 | 16.38 | 25.34 | -2.02 | 17.74 | 8.11 | 2.77 | 10.75 | 24.26 | 16.26 | 7.52 | 28.20 | 21.61 | 12.96 | 20.13 | 31.53 | 12.23 | 10.86 |
| Sharpe Ratio | NA | 0.52 | 0.72 | 0.67 | 0.59 | NA | NA | 0.78 | 0.12 | 1.02 | 1.62 | -0.94 | 2.11 | 0.51 | 2.24 | -0.22 | 2.09 | 0.59 | 0.17 | 0.80 | 2.11 | 1.43 | 0.33 | 1.26 | 1.04 | 1.73 | 0.66 | 1.61 | 0.73 | 0.86 |
| Standard Deviation(%) | NA | 16.32 | 15.19 | 16.02 | 17.01 | NA | NA | 16.95 | 18.89 | 13.25 | 13.06 | 19.13 | 14.00 | 31.79 | 10.64 | 15.48 | 8.19 | 13.48 | 16.43 | 13.40 | 11.45 | 11.33 | 22.84 | 22.31 | 20.72 | 6.94 | 25.62 | 17.45 | 13.58 | 11.46 |
| Draw Down(%) | NA | 19.23 | 19.23 | 25.63 | 30.26 | NA | NA | 30.26 | 19.23 | 8.91 | 10.30 | 25.61 | 6.62 | 30.26 | 5.95 | 14.39 | 2.92 | 9.14 | 13.45 | 11.11 | 8.90 | 8.58 | 17.72 | 13.88 | 11.81 | 5.25 | 15.03 | 15.71 | 10.33 | 9.65 |
| Yield(%) | NA | 1.00 | 3.23 | 2.66 | 2.58 | NA | NA | 2.52 | NA | 0.07 | 1.24 | 5.84 | 2.14 | 1.29 | 2.85 | 2.11 | 3.15 | 3.13 | 2.24 | 1.87 | 1.77 | 2.65 | 2.22 | 2.82 | 3.16 | 3.10 | 2.10 | 3.09 | 3.43 | 2.59 |
Data as of 05/30/2025, AR inception is 01/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation |
4.28%
Mar 2017 - Mar 2020 |
5.18%
Mar 2015 - Mar 2020 |
9.80%
Oct 2013 - Oct 2023 |
11.96%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation |
28.35%
Oct 2004 - Oct 2007 |
24.21%
Apr 2005 - Apr 2010 |
19.63%
Mar 2005 - Mar 2015 |
16.19%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart