Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation | 0.32% | 19.04% | 15.09% | 9.87% | 11.99% | NA | NA | … | … |
Data as of 03/31/2026, Common starting date is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation | 02/14/2014 | 06/05/2026 |
| 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 (%) | 0.58 | 19.04 | 15.09 | 9.87 | 11.99 | NA | NA | … | … | 0.32 | 20.30 | 11.38 | 20.27 | -14.86 | 24.95 | 15.26 | 27.89 | -6.23 | 21.29 | 7.74 | 1.81 | 9.84 |
| Sharpe Ratio | NA | 2.20 | 1.16 | 0.54 | 0.68 | NA | NA | … | … | 0.78 | 1.13 | 0.71 | 1.34 | -0.76 | 2.14 | 0.45 | 2.35 | -0.50 | 3.24 | 0.55 | 0.12 | 0.95 |
| Standard Deviation(%) | NA | 11.19 | 12.91 | 14.90 | 16.58 | NA | NA | … | … | 13.00 | 15.39 | 10.91 | 12.43 | 21.41 | 11.67 | 33.04 | 11.27 | 15.17 | 6.36 | 13.62 | 14.96 | 10.30 |
| Draw Down(%) | NA | 8.26 | 14.59 | 23.53 | 34.00 | NA | NA | … | … | 8.26 | 14.59 | 6.50 | 11.06 | 23.53 | 5.30 | 34.00 | 5.79 | 17.70 | 2.15 | 11.08 | 12.15 | 7.54 |
| Yield(%) | NA | 2.40 | 2.37 | 2.25 | 2.34 | NA | NA | … | … | 0.00 | 2.44 | 2.36 | 2.48 | 1.80 | 2.32 | 2.20 | 2.85 | 2.29 | 2.47 | 2.36 | 2.16 | 2.37 |
Data as of 03/31/2026, Common starting date is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation |
2.68%
Mar 2017 – Mar 2020 |
4.13%
Mar 2015 – Mar 2020 |
9.78%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation |
22.58%
Dec 2018 – Dec 2021 |
16.11%
Oct 2016 – Oct 2021 |
13.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart