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MyPlanIQ 401k Investor AXA Equitable Accumulator Select Variable Annuity AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate

AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate

live (public) 0.09% September 29

Delayed Holdings (As of 07/31/2020)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
General Bond VFICX (Vanguard Interm-Term Invmt-Grade Inv) 0.09% Multimanager Core Bond Portfolio 78.42%
US Equity VWUSX (Vanguard US Growth Inv) 0.94% EQ/Large Cap Growth PLUS Portfolio 7.43%
US Equity IWF (iShares Russell 1000 Growth) 1.59% EQ/Equity Growth PLUS Portfolio 7.27%
International Equity MGRAX (MFS International Growth A) 1.22% EQ/MFS International Growth Portfolio 3.44%
International Equity OGLYX (Oppenheimer Global Y) 0.04% EQ/Oppenheimer Global Portfolio 3.44%

* Day change on 07/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Next Rebalance Date: 10/01/2020
Beta
Performance (As of 09/29/2020)

Inception Date: 12/31/2000

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate 1.4% 7.4% 6.9% 8.5% 8.1% 8.6%
VFINX (Vanguard (S&P 500) Index) 4.2% 13.6% 11.8% 13.7% 13.4% 9.0%
VBINX (Vanguard Balance (60% stocks/40% bonds) 5.9% 11.6% 9.2% 9.8% 9.5% 7.5%

*   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
AR(%) 0.0 1.4 7.4 6.9 8.5 8.1 8.6 10.2 16.4 -1.0 15.7 12.3 -0.7 4.5 17.8 10.3 -0.5 18.1 16.9 -1.4 10.1 10.6 5.2 17.4 31.2 16.3 6.5
SR NA 0.14 0.93 0.71 1.03 0.87 NA 1.05 2.13 -0.23 2.77 1.64 -0.1 0.63 2.29 1.2 -0.03 1.66 1.5 -0.25 0.77 0.88 0.44 1.75 3.61 2.07 0.66
DD(%) NA 13.0 13.0 13.0 13.0 15.3 NA 15.3 3.5 10.3 1.6 4.1 6.5 5.3 6.0 7.0 15.3 9.0 6.1 8.4 6.1 9.2 4.9 7.9 5.3 3.3 5.3
SD(%) NA 8.2 7.5 8.2 7.6 8.9 NA 8.8 7.1 10.0 5.4 7.4 7.4 7.1 7.7 8.5 15.5 10.8 11.2 9.3 9.3 8.3 7.0 9.4 8.4 7.3 6.3
TR NA 0.18 0.93 0.3 0.37 0.21 NA 0.5 0.3 -0.04 0.23 0.37 -0.02 0.08 0.27 0.16 -0.01 0.52 1.7 0.33 0.13 0.1 0.05 0.25 2.78 -1.24 -0.76
Alpha(%) NA 0.0 0.02 0.02 0.02 0.01 NA 0.03 0.01 0.01 0.01 0.03 0.0 -0.01 0.0 0.01 0.0 0.05 0.05 -0.02 0.02 0.0 0.01 0.04 0.1 0.04 0.01
Beta(%) NA 0.07 0.07 0.2 0.21 0.37 NA 0.18 0.5 0.53 0.65 0.33 0.32 0.59 0.66 0.63 0.64 0.35 0.1 -0.07 0.54 0.73 0.57 0.66 0.11 -0.12 -0.05
RS NA 0.1 0.11 0.3 0.29 0.52 NA 0.17 0.79 0.83 0.64 0.34 0.45 0.89 0.9 0.91 0.92 0.34 0.06 0.1 0.88 0.77 0.7 0.6 0.05 0.19 0.03
SR NA 0.18 1.16 0.93 1.38 1.19 NA 1.46 2.97 -0.3 4.31 2.27 -0.13 0.88 3.27 1.83 -0.04 2.41 2.29 -0.33 1.06 1.31 0.63 2.46 5.61 3.11 0.93
Yield(%) N/A 1.49 3.15 4.02 3.72 4.34 N/A 4.81 2.62 1.88 7.36 5.19 1.83 9.33 5.21 4.96 3.23 3.83 5.0 3.94 6.07 4.02 2.39 4.55 6.65 5.44 6.35

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000

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 01/02/2001 when all charts have data
Portfolio Description

The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.

The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.

This portfolio belongs to AXA Equitable Accumulator Select Variable Annuity


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