Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Muni ETFs Asset Allocation Composite Moderate | 1.95% | 3.27% | 4.51% | 2.16% | 2.14% | 3.78% | 3.18% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Muni ETFs Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 3.27 | 4.51 | 2.16 | 2.14 | 3.78 | 3.18 | … | … | 1.95 | 2.21 | 5.69 | 0.52 | -4.25 | 5.05 | -2.35 | 8.46 | 3.41 | 4.11 | -1.55 | 1.37 | 13.28 | -3.65 | 16.56 | 8.61 | -0.03 | -0.13 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.17 | 0.14 | -0.36 | 0.00 | NA | NA | … | … | -0.34 | -0.27 | 0.38 | -0.86 | -3.42 | 2.09 | -0.08 | 3.11 | 0.73 | 1.06 | -0.35 | 0.30 | 3.43 | -0.41 | 3.56 | 1.02 | -0.02 | -0.24 | -1.11 | -4.15 | -11.85 | -3.16 | -1.87 | -5.17 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 2.11 | 3.88 | 3.37 | 10.63 | NA | NA | … | … | 3.22 | 2.49 | 5.37 | 3.65 | 1.66 | 2.41 | 31.99 | 2.25 | 2.77 | 3.25 | 4.99 | 4.51 | 3.86 | 9.01 | 4.63 | 8.37 | 6.30 | 0.93 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 2.54 | 3.70 | 8.60 | 29.54 | NA | NA | … | … | 2.54 | 3.15 | 3.08 | 5.43 | 4.99 | 2.48 | 29.54 | 1.31 | 2.11 | 1.53 | 8.43 | 5.62 | 1.93 | 14.12 | 4.27 | 7.04 | 7.07 | 0.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.30 | 3.65 | 3.12 | 3.33 | NA | NA | … | … | NA | 2.99 | 4.45 | 3.40 | 1.08 | 3.41 | 2.50 | 4.03 | 4.06 | 3.24 | 3.62 | 4.33 | 4.61 | 2.81 | 5.15 | 4.06 | 4.37 | 0.19 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Muni ETFs Asset Allocation Composite Moderate |
-2.63%
Feb 2020 – Feb 2023 |
0.43%
Feb 2020 – Feb 2025 |
1.42%
Feb 2001 – Feb 2011 |
2.88%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Muni ETFs Asset Allocation Composite Moderate |
8.90%
Apr 2010 – Apr 2013 |
7.84%
Jul 2011 – Jul 2016 |
5.15%
Feb 2010 – Feb 2020 |
4.06%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart