Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation | 3.01% | 20.75% | 17.22% | 11.60% | 11.30% | 11.41% | 13.80% | … | … |
Data as of 03/31/2026, Common starting date is 01/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation | 01/02/2004 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 20.75 | 17.22 | 11.60 | 11.30 | 11.41 | 13.80 | … | … | 3.01 | 12.89 | 17.23 | 24.90 | -16.47 | 28.92 | 7.04 | 25.31 | -2.96 | 17.75 | 8.12 | 2.77 | 10.74 | 24.18 | 16.22 | 7.58 | 28.20 | 21.61 | 12.96 | 20.14 | 31.53 | 12.23 | 10.86 |
| Sharpe Ratio | NA | 1.79 | 1.21 | 0.66 | 0.62 | NA | NA | … | … | 0.75 | 0.80 | 1.04 | 1.67 | -0.94 | 2.06 | 0.19 | 2.24 | -0.28 | 2.09 | 0.59 | 0.17 | 0.80 | 2.11 | 1.43 | 0.33 | 1.26 | 1.04 | 1.73 | 0.66 | 1.61 | 0.73 | 0.86 |
| Standard Deviation(%) | NA | 15.34 | 13.90 | 14.84 | 17.25 | NA | NA | … | … | 19.06 | 12.51 | 13.13 | 12.75 | 19.12 | 14.01 | 35.56 | 10.65 | 15.26 | 8.19 | 13.48 | 16.43 | 13.40 | 11.46 | 11.33 | 22.83 | 22.31 | 20.72 | 6.94 | 25.62 | 17.45 | 13.58 | 11.46 |
| Draw Down(%) | NA | 10.92 | 10.92 | 25.62 | 38.08 | NA | NA | … | … | 10.92 | 10.05 | 8.89 | 9.33 | 25.60 | 6.61 | 38.08 | 5.94 | 15.20 | 2.92 | 9.14 | 13.45 | 11.11 | 8.96 | 8.59 | 17.72 | 13.88 | 11.81 | 5.25 | 15.03 | 15.71 | 10.33 | 9.65 |
| Yield(%) | NA | 3.97 | 2.06 | 2.92 | 2.70 | NA | NA | … | … | 0.00 | 3.80 | 1.41 | 0.94 | 5.84 | 2.13 | 1.46 | 2.84 | 2.10 | 3.15 | 3.13 | 2.24 | 1.87 | 1.78 | 2.65 | 2.23 | 2.82 | 3.16 | 3.10 | 2.10 | 3.09 | 3.43 | 2.59 |
Data as of 03/31/2026, Common starting date is 01/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation |
1.38%
Mar 2017 – Mar 2020 |
3.42%
Mar 2015 – Mar 2020 |
8.81%
Oct 2013 – Oct 2023 |
11.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation |
28.36%
Oct 2004 – Oct 2007 |
24.21%
Apr 2005 – Apr 2010 |
19.62%
Mar 2005 – Mar 2015 |
15.96%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart