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test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate
0.88%July 15 | MyPlanIQ portfolio symbol P_52591

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

Holdings




Historical Performance


test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate NA -6.08% 4.86% 3.58% 4.59% 4.34% 6.43% 6.79%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01% 5.43%
Data as of 04/29/2022, AR inception is 12/31/2000

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test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 07/15/2022, the worst annualized return of 3-year rolling returns for test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate is -7.53%.
From 12/31/2000 to 07/15/2022, the worst annualized return of 5-year rolling returns for test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate is 0.23%.
From 12/31/2000 to 07/15/2022, the worst annualized return of 10-year rolling returns for test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate is 3.46%.
From 12/31/2000 to 07/15/2022, the worst annualized return of 20-year rolling returns for test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate is 6.19%.

Maximum Drawdown

test_TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate Maximum Drawdown