Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate
0.00%January 08 | MyPlanIQ portfolio symbol P_39824

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

Holdings




Historical Performance


Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate NA 20.23% 4.48% 6.83% 6.18% 6.95% 6.22% 5.89%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate is -7.25%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate is -1.57%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate is 4.23%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate is 5.6%.

Maximum Drawdown

Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012001-032001-040.34.91%
2001-052002-092003-092.315.20%
2004-022004-042004-070.43.18%
2004-122005-012005-010.12.12%
2005-022005-032005-040.21.82%
2005-072005-082005-080.10.26%
2005-092005-102005-100.11.93%
2006-042006-052006-060.22.09%
2007-012007-022007-020.10.64%
2007-052007-072007-080.31.59%
2007-102009-022011-013.336.49%
2011-042011-092012-010.810.00%
2012-042012-052012-060.23.74%
2013-042013-062013-090.45.68%
2013-122014-012014-010.12.03%
2014-062014-072014-070.11.37%
2014-082014-092015-010.43.25%
2015-022015-032015-030.10.50%
2015-042015-092016-030.95.75%
2016-072016-112016-120.42.70%
2018-012018-122019-021.17.65%
2019-042019-052019-050.11.23%
2019-062019-072019-070.10.15%
2020-012020-032020-100.813.66%
2020-122021-012021-010.10.41%
2021-082021-092021-090.12.99%
2021-102021-112021-110.11.73%
2021-122022-092023-111.916.77%
2023-122024-012024-010.10.53%
2024-032024-042024-040.12.15%
2024-092025-012025-010.32.94%
2001-052003-092004-022004-072007-102011-012011-042012-012013-042013-092014-082015-012015-042016-032016-072016-122018-012019-022020-012020-102021-122023-11−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)