Find A Portfolio/Ticker

Comparison Box

MyPlanIQ Advanced Investors Advanced Strategies P SMA 200d VFINX Monthly

P SMA 200d VFINX Monthly

live (public) 0.01% October 05

Delayed Holdings (As of 08/31/2022)
sign up and login first and then customize a new portfolio for the latest current holdings
Asset Fund in this portfolio Price change* Percentage
CEF CASH (CASH) 0.0% 100.00%

* Day change on 08/31/2022.

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

Holdings

Transactions

Performance (As of 10/05/2022)

Since 03/31/1981

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
P SMA 200d VFINX Monthly -15.5% -7.1% 10.9% 6.2% 9.3% 8.9%
VFINX (Vanguard (S&P 500) Index) -19.9% -12.3% 10.3% 9.9% 12.1% 8.1%
VBINX (Vanguard Balance (60% stocks/40% bonds) -17.2% -11.8% 5.8% 6.3% 7.8% 6.4%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2022) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981
AR(%) 0.0 -15.5 -7.1 10.9 6.2 9.3 8.9 10.1 28.5 14.2 10.5 -6.3 21.7 10.4 -4.2 13.5 32.2 15.8 -1.9 9.0 22.9 0.9 5.4 15.6 4.8 9.7 22.9 -5.1 2.3 -0.3 14.2 12.3 33.2 22.9 37.4 -2.6 9.1 8.2 17.2 -15.6 31.4 5.5 -5.5 9.3 22.6 4.0 17.1 24.0 -1.7
SR NA -1.33 -0.62 0.76 0.39 0.71 NA 0.57 2.18 0.84 0.86 -0.47 3.15 1.08 -0.32 1.19 2.9 1.24 -0.11 0.66 1.7 0.15 0.15 1.23 0.25 0.81 2.01 -1.3 0.01 -0.24 0.66 0.55 1.63 1.65 4.33 -0.73 0.82 0.6 0.99 -1.89 1.97 0.09 -0.31 0.31 1.49 -0.4 0.81 1.31 -1.2
DD(%) NA 16.6 16.6 16.6 20.9 20.9 NA 33.1 5.1 13.8 9.3 20.9 2.6 5.5 12.0 7.3 5.6 9.6 17.5 12.1 6.9 0.0 9.9 7.5 7.0 7.5 4.4 7.1 0.0 11.1 10.4 19.2 10.8 7.5 2.5 7.1 4.8 5.6 5.6 22.4 7.3 6.6 33.1 11.6 7.5 4.6 7.0 6.7 6.8
SD(%) NA 12.2 12.5 13.9 13.8 12.4 NA 13.1 13.1 16.6 10.6 16.2 6.7 9.5 13.5 11.4 11.1 12.7 17.2 13.7 13.4 0.0 16.0 10.0 10.3 10.8 11.0 4.8 0.0 18.8 16.7 16.3 18.2 11.8 7.8 7.7 8.6 9.7 13.6 11.0 13.1 8.9 31.1 16.5 11.7 6.8 13.6 12.6 7.6
TR NA -0.73 -0.28 0.29 0.11 0.16 NA 0.21 0.19 0.42 0.08 -0.06 0.32 0.17 -0.05 0.12 0.44 0.13 -0.03 0.12 14.95 0.15 0.02 -1.43 0.07 0.27 1.68 -0.91 0.01 -0.11 0.07 0.12 0.08 0.09 0.32 -0.07 0.08 0.09 0.12 -0.65 0.93 0.04 -0.09 0.03 0.49 -0.31 0.26 3.87 -1.16
Alpha(%) NA -0.08 -0.02 0.04 0.02 0.03 NA 0.03 0.08 0.05 -0.03 0.0 0.06 0.01 -0.01 0.03 0.1 0.0 -0.02 0.0 0.08 0.0 0.02 0.05 0.01 0.03 0.07 -0.02 0.0 0.0 0.1 0.06 0.12 0.1 0.09 0.02 0.01 0.02 0.0 -0.05 0.11 0.01 0.04 0.03 0.06 0.0 0.05 0.06 -0.04
Beta(%) NA 0.22 0.28 0.36 0.48 0.56 NA 0.35 1.5 0.34 1.18 1.38 0.66 0.61 0.81 1.13 0.73 1.19 0.6 0.75 0.02 0.0 0.96 -0.09 0.37 0.33 0.13 0.07 0.0 0.39 1.59 0.75 3.57 2.22 1.05 0.76 0.93 0.67 1.15 0.32 0.28 0.23 1.05 1.5 0.35 0.09 0.43 0.04 0.08
RS NA 0.02 0.02 0.04 0.05 0.05 NA 0.02 0.07 0.05 0.14 0.1 0.08 0.1 0.06 0.12 0.04 0.09 0.03 0.06 0.0 0.01 0.06 0.0 0.01 0.01 0.0 0.0 0.0 0.01 0.05 0.02 0.25 0.27 0.08 0.1 0.05 0.02 0.06 0.02 0.0 0.0 0.02 0.05 0.02 0.01 0.03 0.0 0.03
SR NA -1.59 -0.8 0.99 0.52 0.96 NA 0.77 3.2 1.07 1.13 -0.6 4.94 1.53 -0.43 1.65 4.39 1.88 -0.14 0.91 2.48 55.72 0.2 1.86 0.36 1.17 3.14 -1.61 NA -0.33 0.97 0.71 2.35 2.34 7.25 -0.93 1.19 0.88 1.5 -2.26 2.68 0.13 -0.35 0.39 2.08 -0.62 1.15 2.13 -1.36
Yield(%) N/A 0.52 0.94 1.33 1.52 1.72 N/A 2.86 1.48 1.29 1.87 1.94 2.01 1.65 1.47 1.98 2.2 2.31 0.89 0.91 1.93 0.93 1.93 1.85 1.8 1.6 1.6 0.96 2.33 1.73 2.38 2.03 2.76 2.66 3.17 2.38 2.86 3.13 2.26 3.03 7.41 5.4 2.92 3.94 4.68 7.29 5.04 8.85 7.72

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1981

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 09/28/1992 when all charts have data
Strategies
Asset Strategy    Moving Average with Signal and Frequency

Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.