P SMA 200d FSUTX FSUTX ABNDX As Cash Monthly
1.77%April 17 | MyPlanIQ portfolio symbol P_73399

This portfolio uses American funds bond fund of Amer ABNDX as cash instead.

The portfolio buys FSUTX (Fidelity Select utilities) when it's total return is above its 200 days moving average and sells FSUTX and buys 'cash' (in this case, ABNDX)when its total return is below its 200 days simple moving average. It does the above adjustment on the last day of every month.

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/01/1986 to 04/17/2024, the worst annualized return of 3-year rolling returns is -3.34%.

From 07/01/1986 to 04/17/2024, the worst annualized return of 5-year rolling returns is 3.58%.

From 07/01/1986 to 04/17/2024, the worst annualized return of 10-year rolling returns is 6.79%.

Maximum Drawdown

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