Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation | 0.59% | 6.45% | 7.90% | 16.83% | 10.53% | NA | NA | 11.54% |
Data as of 03/31/2025, AR inception is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation | 02/14/2014 | 06/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 6.45 | 7.90 | 16.83 | 10.53 | NA | NA | 11.54 | 0.59 | 14.00 | 20.92 | -12.55 | 27.13 | 13.01 | 28.45 | -4.45 | 18.97 | 8.55 | 3.13 | 16.75 |
| Sharpe Ratio | NA | 0.28 | 0.79 | 0.77 | 0.55 | NA | NA | 0.63 | 0.10 | 1.00 | 1.47 | -0.69 | 2.41 | 0.39 | 2.37 | -0.39 | 2.77 | 0.61 | 0.20 | 1.71 |
| Standard Deviation(%) | NA | 16.09 | 14.54 | 14.83 | 16.77 | NA | NA | 16.16 | 20.32 | 10.40 | 11.72 | 20.20 | 11.23 | 32.89 | 11.37 | 15.04 | 6.62 | 13.70 | 15.42 | 9.79 |
| Draw Down(%) | NA | 15.47 | 15.47 | 20.19 | 32.82 | NA | NA | 32.82 | 15.47 | 6.93 | 9.78 | 20.19 | 4.83 | 32.82 | 5.77 | 16.90 | 2.18 | 11.85 | 12.46 | 7.01 |
| Yield(%) | NA | 2.05 | 3.76 | 3.30 | 3.10 | NA | NA | 0.00 | NA | 0.33 | 2.45 | 5.82 | 2.32 | 2.14 | 3.53 | 2.90 | 2.35 | 2.42 | 2.33 | 4.88 |
Data as of 03/31/2025, AR inception is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation |
3.33%
Mar 2017 - Mar 2020 |
4.57%
Mar 2015 - Mar 2020 |
10.36%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation |
22.66%
Dec 2018 - Dec 2021 |
16.83%
Mar 2020 - Mar 2025 |
11.93%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart