Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIQ Total Return Bond ETFs Asset Allocation Composite Moderate | 2.00% | 7.56% | 5.09% | 1.75% | 4.50% | 5.79% | 6.21% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPIQ Total Return Bond ETFs Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 7.56 | 5.09 | 1.75 | 4.50 | 5.79 | 6.21 | … | … | 2.00 | 6.51 | 1.54 | 3.33 | -8.51 | 2.11 | -3.94 | 23.17 | -1.79 | 14.51 | 10.86 | -0.37 | 12.22 | 15.29 | 15.42 | 3.25 | 10.56 | 14.34 | -2.64 | 4.46 | 10.65 | 4.68 | 8.00 | 15.14 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.66 | 0.13 | -0.33 | 0.37 | NA | NA | … | … | -0.05 | 0.82 | -0.41 | -0.05 | -3.02 | 0.75 | -0.37 | 2.93 | -0.32 | 3.28 | 1.76 | -0.05 | 1.78 | 1.81 | 1.89 | 0.23 | 1.23 | 1.76 | -0.88 | 0.14 | 1.16 | 0.39 | 1.04 | 2.19 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 4.11 | 5.14 | 4.50 | 6.64 | NA | NA | … | … | 4.19 | 4.42 | 5.07 | 6.05 | 3.28 | 2.79 | 11.46 | 7.40 | 9.88 | 4.22 | 6.06 | 7.43 | 6.85 | 8.41 | 8.15 | 14.24 | 8.49 | 8.10 | 4.09 | 9.49 | 6.25 | 6.25 | 6.74 | 6.58 | 0.01 | 0.05 |
| Draw Down(%) | NA | 2.59 | 7.65 | 14.97 | 21.87 | NA | NA | … | … | 2.59 | 2.46 | 4.85 | 7.89 | 9.19 | 2.65 | 21.87 | 3.29 | 12.31 | 1.41 | 3.24 | 8.17 | 3.99 | 9.50 | 4.89 | 12.08 | 7.05 | 5.05 | 6.53 | 6.04 | 4.99 | 4.21 | 5.08 | 2.52 | 0.00 | 0.00 |
| Yield(%) | NA | 4.19 | 3.29 | 3.21 | 3.04 | NA | NA | … | … | NA | NA | 1.47 | 3.69 | 2.27 | 3.56 | 2.67 | 2.88 | 2.81 | 2.56 | 3.22 | 2.91 | 2.88 | 2.54 | 3.53 | 2.76 | 2.87 | 3.18 | 0.81 | 2.33 | 2.43 | 1.95 | 1.45 | 1.17 | 1.11 | 2.31 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Total Return Bond ETFs Asset Allocation Composite Moderate |
-3.61%
Jan 2020 – Jan 2023 |
-1.34%
Jan 2020 – Jan 2025 |
3.53%
May 2015 – May 2025 |
5.50%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPIQ Total Return Bond ETFs Asset Allocation Composite Moderate |
15.79%
Sep 2011 – Sep 2014 |
13.09%
Jun 2009 – Jun 2014 |
10.68%
Jun 2009 – Jun 2019 |
9.15%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart