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MyPlanIQ Advanced Investors Advanced Strategies P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality

P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality

live (public) 0.40% September 18

Delayed Holdings (As of 07/31/2020)
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Asset Fund in this portfolio Price change* Percentage
Asset0 MTUM (iShares MSCI USA Momentum Factor) 0.47% 100.00%

* Day change on 07/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 09/18/2020)

Inception Date: 07/19/2013

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality 9.8% 13.4% 15.7% 17.1% N/A
VFINX (Vanguard (S&P 500) Index) 4.1% 12.4% 11.9% 13.3% 13.6% 8.9%
VBINX (Vanguard Balance (60% stocks/40% bonds) 6.0% 11.3% 9.3% 9.5% 9.7% 7.4%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr Inception** 2019 2018 2017 2016 2015 2014 2013
AR(%) 1.1 9.8 13.4 15.7 17.1 NA 15.9 27.9 1.0 29.8 16.1 6.3 17.0 8.1
SR NA 0.24 0.37 0.62 0.84 NA 0.86 2.74 -0.02 3.36 1.4 0.41 1.46 0.81
DD(%) NA 34.1 34.1 34.1 34.1 NA 34.1 4.0 18.0 3.4 7.5 10.8 8.6 5.0
SD(%) NA 40.5 34.5 23.5 19.5 NA 17.8 9.7 19.3 8.7 11.4 15.4 11.6 10.0
TR NA 0.1 0.13 0.15 0.17 NA 0.16 0.4 0.0 0.25 0.2 0.07 0.17 0.08
Alpha(%) NA 0.03 0.01 0.02 0.02 NA 0.02 0.03 0.03 0.02 0.03 0.03 0.02 -0.01
Beta(%) NA 0.98 0.97 0.96 0.95 NA 0.95 0.66 1.05 1.17 0.78 0.94 0.98 1.0
RS NA 0.91 0.91 0.88 0.87 NA 0.88 0.74 0.87 0.82 0.8 0.89 0.91 0.96
SR NA 0.32 0.5 0.84 1.13 NA 1.17 4.07 -0.02 5.37 1.98 0.57 2.07 1.29
Yield(%) N/A 0.6 0.62 1.2 1.54 N/A 1.73 1.08 1.48 1.61 2.65 1.32 2.1 1.27

*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2013

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 07/19/2013 when all charts have data
Strategies
Asset Allocation Strategy    Momentum Scoring

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