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PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate
0.33%January 28 | MyPlanIQ portfolio symbol P_35840

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate NA 2.53% 3.38% 4.23% 4.31% 6.04% NA 7.69%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.69% 10.46% 11.65% 12.89% 9.02% 6.31% 7.12%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.74% 5.35% 6.37% 6.66% 5.78% 5.27% 5.58%
Data as of 10/30/2020, AR inception is 12/31/2000

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PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 01/28/2021, the worst annualized return of 3-year rolling returns for PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate is -3.32%.
From 12/31/2000 to 01/28/2021, the worst annualized return of 5-year rolling returns for PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate is 1.27%.
From 12/31/2000 to 01/28/2021, the worst annualized return of 10-year rolling returns for PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate is 3.87%.

Maximum Drawdown

PMI CORE Watch List Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown