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 |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation Moderate | 0.39% | 6.37% | 6.08% | 8.73% | 7.51% | 9.52% | 10.86% | 10.49% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation Moderate | 01/02/2004 | 05/09/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 01/02/2004.
AR inception is since 01/02/2004.
| 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 (%) | -1.30 | 6.37 | 6.08 | 8.73 | 7.51 | 9.52 | 10.86 | 10.49 | 0.39 | 9.36 | 15.65 | -11.25 | 19.59 | 10.03 | 19.33 | -1.62 | 12.46 | 6.64 | 2.39 | 8.94 | 13.94 | 13.84 | 8.03 | 19.61 | 13.38 | 12.94 | 16.07 | 21.27 | 7.99 | 6.90 |
| Sharpe Ratio | NA | -0.26 | 0.21 | 0.61 | 0.54 | NA | NA | 0.85 | -0.17 | 0.31 | 1.39 | -1.06 | 2.14 | 0.48 | 2.71 | -0.32 | 2.27 | 0.76 | 0.24 | 1.08 | 1.94 | 2.03 | 0.59 | 1.45 | 1.03 | 1.73 | 0.91 | 1.73 | 0.70 | 0.86 |
| Standard Deviation(%) | NA | 10.51 | 9.99 | 10.30 | 10.71 | NA | NA | 10.49 | 13.35 | 8.85 | 8.18 | 11.92 | 9.13 | 20.40 | 6.62 | 9.24 | 5.21 | 8.48 | 9.92 | 8.26 | 7.16 | 6.79 | 13.59 | 13.49 | 12.91 | 6.93 | 14.32 | 10.38 | 8.34 | 6.92 |
| Draw Down(%) | NA | 12.38 | 12.38 | 17.20 | 23.83 | NA | NA | 23.83 | 11.81 | 5.21 | 6.15 | 17.20 | 4.23 | 23.83 | 3.22 | 8.51 | 1.88 | 6.24 | 9.28 | 6.67 | 6.38 | 4.63 | 10.76 | 8.45 | 8.64 | 5.25 | 8.45 | 8.67 | 6.25 | 5.73 |
| Yield(%) | NA | 2.14 | 3.71 | 3.15 | 2.95 | NA | NA | 0.00 | NA | 1.00 | 2.23 | 5.64 | 3.09 | 1.74 | 3.12 | 2.21 | 3.04 | 3.05 | 2.26 | 3.26 | 1.63 | 3.21 | 2.71 | 3.19 | 3.19 | 3.10 | 3.05 | 3.49 | 3.15 | 2.33 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation Moderate |
3.74%
Mar 2017 - Mar 2020 |
4.14%
Mar 2015 - Mar 2020 |
7.06%
Oct 2013 - Oct 2023 |
8.85%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation Moderate |
18.69%
Mar 2005 - Mar 2008 |
17.60%
Oct 2005 - Oct 2010 |
14.43%
Mar 2005 - Mar 2015 |
11.92%
Jan 2005 - Jan 2020 |
Annualized Rolling Returns Comparison Chart