P Goldman Sachs Global Tactical Benchmarks Based Major Asset ETFs
1.05%May 03 | MyPlanIQ portfolio symbol P_64993

This portfolio uses the following index funds in Benchmarks parameter:

VFINX, VGTSX, VEIEX, VGSIX, VUSTX, VBMFX, VBMFX, VBMFX, CASH, CASH, CASH

It uses the following ETFs in Funds parameter that are used to invest:

SPY, EFA, EEM, IYR, TLT, AGG, AGG, AGG, CASH, CASH,CASH

It chooses 3 funds in Funds whose corresponding benchmark funds have the highest trend scores.

Historical Return Chart

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From 12/31/2003 to 05/03/2024, the worst annualized return of 3-year rolling returns is 0.65%.

From 12/31/2003 to 05/03/2024, the worst annualized return of 5-year rolling returns is 1.89%.

From 12/31/2003 to 05/03/2024, the worst annualized return of 10-year rolling returns is 4.56%.