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P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX
0.00%April 26 | MyPlanIQ portfolio symbol P_4694

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

Holdings




Historical Performance


P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX NA 7.85% 7.70% 8.12% 9.43% 10.19% 10.34% 9.53%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -8.37% 9.88% 9.47% 12.56% 9.59% 10.16% 10.09%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.89% 3.52% 3.82% 5.90% 5.02% 6.59% 7.26%
Data as of 01/31/2023, AR inception is 12/16/1994

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P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX

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Retirement Spending Calculator for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX

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Rolling Returns


From 04/01/1987 to 04/28/2023, the worst annualized return of 3-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is -9%.
From 04/01/1987 to 04/28/2023, the worst annualized return of 5-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is -1.52%.
From 04/01/1987 to 04/28/2023, the worst annualized return of 10-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is 4.62%.
From 04/01/1987 to 04/28/2023, the worst annualized return of 20-year rolling returns for P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX is 6.55%.

Maximum Drawdown

P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX Maximum Drawdown