Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MPIQ ETF Fixed Income -0.96% 4.85% 4.50% 2.66% 2.87% NA NA
Data as of 03/31/2026, Common starting date is 12/31/2014
More Performance Analytics Comparison
Name Start Date End Date
MPIQ ETF Fixed Income 12/31/2014 06/04/2026
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
Annualized Return (%) 0.19 4.85 4.50 2.66 2.87 NA NA -0.96 8.56 5.86 -2.72 -1.32 4.28 -0.45 11.03 -0.65 5.03 2.55 -0.31 0.00
Sharpe Ratio NA 1.25 0.53 0.05 0.28 NA NA -0.01 2.17 0.52 -1.28 -0.84 1.99 -0.07 2.79 -0.77 1.53 0.73 -0.08 NA
Standard Deviation(%) NA 3.09 3.80 3.71 4.62 NA NA 3.71 2.62 4.29 4.97 3.26 2.14 10.37 3.43 2.65 2.86 3.20 4.26 NA
Draw Down(%) NA 3.24 4.57 9.22 16.82 NA NA 3.24 0.97 3.14 7.86 3.71 1.14 16.82 2.17 2.92 1.64 3.75 4.08 0.00
Yield(%) NA 5.53 5.49 5.41 4.20 NA NA 0.90 5.54 5.99 4.60 5.72 4.42 2.57 3.65 3.47 2.95 2.39 2.58 0.00
Data as of 03/31/2026, Common starting date is 12/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPIQ ETF Fixed Income -1.33%
Feb 2020 – Feb 2023
0.83%
Jan 2020 – Jan 2025
2.03%
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 5.72%
Feb 2017 – Feb 2020
3.76%
Dec 2016 – Dec 2021
3.13%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return