Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MPIQ ETF Fixed Income | -0.01% | -0.31% | 0.40% | -0.08% | 2.05% | NA | NA | 2.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ ETF Fixed Income | 12/31/2014 | 04/15/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
AR inception is since 12/31/2014.
AR inception is since 12/31/2014.
| 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 (%) | 0.18 | -0.31 | 0.40 | -0.08 | 2.05 | NA | NA | 2.30 | -0.01 | -0.47 | 2.95 | -1.95 | 1.71 | -0.38 | 10.85 | 2.29 | 3.53 | 4.34 | 0.72 | 0.00 |
| Sharpe Ratio | NA | -94.12 | -91.04 | -33.84 | 8.40 | NA | NA | 13.35 | -15.52 | -138.88 | -29.66 | -96.87 | 62.72 | -5.86 | 263.68 | 35.95 | 83.86 | 126.55 | 15.21 | NA |
| Standard Deviation(%) | NA | 4.62 | 4.29 | 3.83 | 4.80 | NA | NA | 4.83 | 3.44 | 5.09 | 4.40 | 3.44 | 2.69 | 10.43 | 3.58 | 2.73 | 3.45 | 3.26 | 4.54 | NA |
| Draw Down(%) | NA | 5.21 | 6.51 | 7.48 | 16.84 | NA | NA | 16.84 | 1.11 | 5.21 | 5.81 | 3.64 | 2.83 | 16.84 | 2.17 | 3.14 | 2.14 | 3.57 | 5.90 | 0.00 |
| Yield(%) | NA | 4.61 | 4.80 | 3.99 | NA | NA | NA | 0.00 | NA | 3.68 | 4.33 | 5.50 | 3.20 | 2.41 | 3.48 | 4.02 | 3.34 | 3.37 | 3.99 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ ETF Fixed Income |
-2.22%
Feb 2020 - Feb 2023 |
-0.10%
Feb 2020 - Feb 2025 |
2.07%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ ETF Fixed Income |
6.51%
Feb 2017 - Feb 2020 |
4.62%
Feb 2015 - Feb 2020 |
2.23%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart