FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate
0.13%January 08 | MyPlanIQ portfolio symbol P_27031

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

Portfolio Overview



Click here for more portfolio details and features ►

Holdings




Historical Performance


FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate NA 33.01% 11.67% 10.83% 6.30% 6.86% 7.67% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate Historical Return Chart

Compare Portfolio Performance

Compare this portfolio with other portfolios, funds, or benchmarks to analyze relative performance.

Go to Comparison Tool

Calculators


Dollar Cost Average Calculator for FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate is -0.38%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate is 0.27%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate is 2.75%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate is 6.24%.

Maximum Drawdown

FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE,SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Tactical Asset Allocation Moderate Maximum Drawdown