Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation Moderate | 1.91% | 6.58% | 6.36% | 8.91% | 7.55% | NA | NA | 8.39% |
Data as of 05/30/2025, AR inception is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MyPlanIQ ETF Strategic Stock Allocation Moderate | 02/14/2014 | 08/01/2025 |
| 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 (%) | 1.13 | 6.58 | 6.36 | 8.91 | 7.55 | NA | NA | 8.39 | 1.91 | 8.24 | 12.43 | -7.96 | 17.73 | 7.80 | 21.37 | -1.29 | 12.96 | 6.74 | 3.69 | 11.86 |
| Sharpe Ratio | NA | 0.23 | 0.45 | 0.71 | 0.62 | NA | NA | 0.71 | 0.19 | 0.67 | 1.18 | -0.77 | 2.50 | 0.37 | 2.98 | -0.30 | 3.07 | 0.79 | 0.40 | 2.01 |
| Standard Deviation(%) | NA | 9.51 | 8.75 | 9.01 | 10.24 | NA | NA | 9.85 | 10.74 | 6.89 | 7.43 | 12.14 | 7.09 | 20.54 | 6.67 | 8.89 | 4.01 | 8.26 | 9.19 | 5.91 |
| Draw Down(%) | NA | 8.88 | 8.99 | 13.13 | 24.91 | NA | NA | 24.91 | 8.88 | 3.98 | 5.90 | 13.13 | 3.30 | 24.91 | 2.87 | 10.31 | 1.43 | 6.80 | 7.67 | 3.80 |
| Yield(%) | NA | 3.17 | 4.10 | 3.57 | 3.26 | NA | NA | 0.00 | NA | 1.61 | 3.05 | 5.67 | 2.99 | 2.23 | 3.58 | 3.28 | 2.73 | 2.94 | 2.89 | 4.80 |
Data as of 05/30/2025, AR inception 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 Moderate |
3.85%
Dec 2021 - Dec 2024 |
4.50%
Mar 2015 - Mar 2020 |
7.48%
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 Moderate |
15.49%
Dec 2018 - Dec 2021 |
11.44%
Oct 2016 - Oct 2021 |
8.66%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart