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MyPlanIQ Major Brokerage Investor MPIQ Core ETFs MPIQ ETF Fixed Income

MPIQ ETF Fixed Income

live (public) 0.03% June 11

Low cost bond ETFs

Suitable for fixe income investors

Delayed Holdings (As of 04/30/2021)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
General Bond HYD (Market Vectors® High-Yield Municipal ETF) 0.24% Market Vectors® High-Yield Municipal ETF 99.63%
CASH CASH (CASH) 0.0% CASH 0.37%

* Day change on 04/30/2021.

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

Transactions

Next Rebalance Date: 07/01/2021
Beta
Performance (As of 06/11/2021)

Inception Date: 12/31/2014

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
MPIQ ETF Fixed Income 1.8% 6.4% 8.3% 6.1% N/A
VFINX (Vanguard (S&P 500) Index) 13.8% 43.6% 17.1% 17.4% 14.8% 10.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 7.4% 26.6% 12.9% 11.9% 10.3% 8.5%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2021) 1 Yr 3 Yr 5 Yr 10 Yr Inception** 2020 2019 2018 2017 2016 2015 2014
AR(%) 0.6 1.8 6.4 8.3 6.1 NA 5.4 11.0 11.5 3.2 2.9 6.5 -1.4 0.0
SR NA 0.52 2.0 2.25 1.6 NA 1.36 2.83 2.81 0.84 0.72 1.83 -0.31 NA
DD(%) NA 2.6 2.6 2.6 3.5 NA 5.9 1.8 2.2 1.8 1.5 3.5 5.9 0.0
SD(%) NA 3.5 3.2 3.3 3.4 NA 3.5 3.8 3.6 2.3 3.1 3.5 4.6 NA
TR NA 0.41 1.43 -2.31 -1.82 NA -1.76 -2.83 -1.49 -10.49 -0.37 -1.83 -5.73 NA
Alpha(%) NA 0.01 0.02 0.03 0.02 NA 0.02 0.04 0.04 0.01 0.01 0.03 -0.01 NA
Beta(%) NA 0.04 0.04 -0.03 -0.03 NA -0.03 -0.04 -0.07 0.0 -0.06 -0.03 0.0 NA
RS NA 0.03 0.05 0.05 0.03 NA 0.02 0.12 0.05 0.0 0.02 0.02 0.0 NA
SR NA 0.67 2.87 3.49 2.37 NA 1.96 4.8 4.36 1.21 1.01 2.7 -0.4 NA
Yield(%) N/A 1.56 3.6 3.26 3.29 N/A 3.6 2.89 3.59 3.65 3.12 3.14 3.71 0.0

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2014

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 12/31/2014 when all charts have data
Portfolio Description

The risk profile of this portfolio is 100%. The total allocation of the fixed income asset should be at least 100%.

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 MPIQ Core ETFs


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