P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days And Strategic Switch Monthly 0.8x
0.98%November 29 | MyPlanIQ portfolio symbol P_66009

If Shiller CAPE10 > 0.8x CAPE10 Long Term Average, switch to P SMA 200d VFINX VFINX Monthly

else 

Switch to VFINX (S&P 500)



Click here for comparison with other funds, portfolios or stocks

Historical Return Chart

Click here for interactive chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Rolling Returns

From 12/31/1991 to 11/29/2021, the worst annualized return of 3-year rolling returns is -1.01%.

From 12/31/1991 to 11/29/2021, the worst annualized return of 5-year rolling returns is 3.41%.

From 12/31/1991 to 11/29/2021, the worst annualized return of 10-year rolling returns is 6.59%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account