MPIQ Global Strategic Allocation Moderate
0.37%April 25 | MyPlanIQ portfolio symbol P_73363

Buy and Hold (Annually Rebalance)
Stocks P_73286 60%
Bonds P_46880 40%

Simulated from 01/02/2001


Click here for comparison with other funds, portfolios or stocks

Historical Return Chart

Click here for interactive chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Rolling Returns

From 01/02/2001 to 04/25/2024, the worst annualized return of 3-year rolling returns is -5.27%.

From 01/02/2001 to 04/25/2024, the worst annualized return of 5-year rolling returns is 2.69%.

From 01/02/2001 to 04/25/2024, the worst annualized return of 10-year rolling returns is 7.39%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account