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Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate
0.00%May 18 | MyPlanIQ portfolio symbol P_19847

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate NA -12.00% 5.74% 11.69% 8.22% 7.38% 9.95% 9.89%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -7.84% 12.14% 9.76% 12.14% 9.45% 10.11% 7.22%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -8.47% 3.99% 3.84% 5.55% 4.84% 6.49% 5.06%
Data as of 02/28/2023, AR inception is 12/31/2000

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Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate

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Retirement Spending Calculator for Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate

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Rolling Returns



Maximum Drawdown

Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate Maximum Drawdown