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TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate
0.10%November 08 | MyPlanIQ portfolio symbol P_58151

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

Holdings




Historical Performance


TEST_ MyPlanIQ Diversified Core Allocation ETF 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_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate NA 5.37% 1.84% 4.05% 4.73% 4.62% 5.38% 3.16%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.78% 10.45% 11.06% 12.65% 10.87% 9.74% 7.88%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.92% 2.88% 4.55% 5.86% 5.57% 6.03% 5.35%
Data as of 08/31/2023, AR inception is 12/31/2000

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TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 11/08/2023, the worst annualized return of 3-year rolling returns for TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is -7.74%.
From 12/31/2000 to 11/08/2023, the worst annualized return of 5-year rolling returns for TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is -1.77%.
From 12/31/2000 to 11/08/2023, the worst annualized return of 10-year rolling returns for TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is 3.18%.
From 12/31/2000 to 11/08/2023, the worst annualized return of 20-year rolling returns for TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is 4.35%.

Maximum Drawdown

TEST_ MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Maximum Drawdown