P SMA 200d VFINX VFINX Monthly
1.02%April 26 | MyPlanIQ portfolio symbol P_64392

Entry/Exit Conditions:

At the end of every month,

Entry: if VFINX's total return (dividend reinvested) is above its 200 day Simple Moving Average (SMA), buy VFINX
Exit: if VFINX's total return is below its 200 day SMA, sell VFINX and buy CASH.

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 03/31/1981 to 04/26/2024, the worst annualized return of 3-year rolling returns is -3.55%.

From 03/31/1981 to 04/26/2024, the worst annualized return of 5-year rolling returns is 2.87%.

From 03/31/1981 to 04/26/2024, the worst annualized return of 10-year rolling returns is 6.25%.

Maximum Drawdown

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