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MyPlanIQ Advanced Investors Advanced Strategies P Composite Momentum Market VFINX

P Composite Momentum Market VFINX

live (public) 0.53% October 22

MPIQ Indicator for VFINX (S&P 500 index fund). 

Delayed Holdings (As of 08/31/2020)
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Asset Fund in this portfolio Price change* Percentage
STOCKS VFITX (Vanguard Interm-Term Treasury Inv) 0.08% 100.00%

* Day change on 08/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 10/22/2020)

Inception Date: 12/31/1996

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
P Composite Momentum Market VFINX -2.0% 6.1% 8.6% 11.0% 12.1% 11.9%
VFINX (Vanguard (S&P 500) Index) 8.4% 17.0% 12.4% 12.8% 13.5% 9.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 8.3% 13.7% 9.5% 9.4% 9.5% 7.8%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
AR(%) -0.8 -2.0 6.1 8.6 11.0 12.1 11.9 12.4 31.3 -4.5 21.7 14.2 -3.0 13.5 32.2 15.8 2.0 15.1 18.8 3.3 5.4 15.6 4.8 10.7 24.3 14.1 7.6 2.7 21.1 14.9 25.7 0.0
SR NA -0.21 0.57 0.56 0.88 0.87 NA 0.81 2.39 -0.34 3.15 1.45 -0.25 1.19 2.9 1.24 0.08 1.08 1.41 0.24 0.15 1.23 0.25 0.88 2.07 2.28 0.79 -0.06 0.99 0.7 1.24 NA
DD(%) NA 13.1 13.1 19.4 19.4 19.4 NA 19.6 6.6 19.4 2.6 5.5 12.0 7.3 5.6 9.6 18.7 12.1 7.7 10.7 9.9 7.5 7.0 7.5 4.4 3.0 5.4 12.5 11.8 19.6 10.8 0.0
SD(%) NA 10.6 10.0 13.5 11.7 13.4 NA 13.6 12.5 17.1 6.7 9.7 12.2 11.4 11.1 12.7 23.4 14.0 13.3 10.1 16.0 10.0 10.3 11.1 11.4 5.7 6.6 20.3 18.1 16.7 17.9 NA
TR NA -1.58 2.7 0.26 0.32 0.21 NA 0.28 0.3 -0.06 0.21 0.29 -0.05 0.14 0.32 0.16 0.02 0.3 1.25 -0.43 0.02 0.12 0.03 0.1 0.69 -1.11 -0.7 -0.02 0.18 0.19 0.23 NA
Alpha(%) NA -0.01 0.02 0.02 0.02 0.02 NA 0.03 0.0 0.0 0.0 0.03 -0.01 0.0 0.0 0.0 0.0 0.03 0.06 0.0 0.0 0.0 0.0 0.0 0.05 0.04 0.02 0.04 0.0 -0.01 -0.02 NA
Beta(%) NA 0.01 0.02 0.3 0.32 0.56 NA 0.4 1.0 1.0 1.0 0.48 0.56 1.0 1.0 1.0 1.0 0.5 0.15 -0.06 1.0 1.0 1.0 1.0 0.34 -0.12 -0.07 0.81 1.0 0.61 0.96 NA
RS NA 0.0 0.01 0.26 0.27 0.53 NA 0.34 1.0 1.0 1.0 0.42 0.51 1.0 1.0 1.0 1.0 0.42 0.09 0.05 1.0 1.0 1.0 1.0 0.26 0.29 0.06 0.79 1.0 0.56 0.96 NA
SR NA -0.25 0.71 0.74 1.18 1.2 NA 1.13 3.44 -0.45 4.94 2.06 -0.34 1.65 4.39 1.88 0.11 1.5 2.11 0.32 0.2 1.86 0.36 1.27 3.2 3.34 1.14 -0.09 1.48 0.9 1.78 NA
Yield(%) N/A 0.64 1.19 1.69 1.96 2.0 N/A 2.78 2.3 1.81 2.01 2.15 2.17 1.98 2.2 2.31 1.92 1.75 3.82 5.4 1.93 1.85 1.8 1.92 3.67 7.12 5.86 1.74 2.14 2.48 2.9 0.0

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1996

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 12/31/1996 when all charts have data
Strategies
Asset Strategy    MPIQ One Indicator

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