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P SMA 200d VFINX Total Return Bond As Cash Monthly
0.53%June 27 | MyPlanIQ portfolio symbol P_61056

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

Portfolio Overview


This portfolio uses a total return bond fund portfolio P_46880 (Schwab Total Return Bond) as cash instead. See May 9, 2016: Boost Your Dull Summer Investments for more details. For a longer history portfolio that uses standard cash, see P SMA 200d VFINX Monthly.

The portfolio buys VFINX (Vanguard S&P 500 index fund) when it's total return is above its 200 days moving average and sells VFINX and buys 'cash' (in this case, P_46880 (Schwab Total Return Bond) or any other total return bond portfolio for other brokerages (see Brokerage Investors ) when its total return is below its 200 days simple moving average. It does the above adjustment on the last day of every month. 

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Holdings




Historical Performance


P SMA 200d VFINX Total Return Bond As Cash Monthly Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P SMA 200d VFINX Total Return Bond As Cash Monthly -4.31% 8.00% 5.90% 12.65% 8.52% 10.51% 10.93% 10.92%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 01/02/2001

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P SMA 200d VFINX Total Return Bond As Cash Monthly Historical Return Chart


Calculators


Dollar Cost Average Calculator for P SMA 200d VFINX Total Return Bond As Cash Monthly

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Retirement Spending Calculator for P SMA 200d VFINX Total Return Bond As Cash Monthly

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Rolling Returns


From 01/02/2001 to 06/27/2025, the worst annualized return of 3-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is 3.02%.
From 01/02/2001 to 06/27/2025, the worst annualized return of 5-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is 4.35%.
From 01/02/2001 to 06/27/2025, the worst annualized return of 10-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is 7.82%.
From 01/02/2001 to 06/27/2025, the worst annualized return of 20-year rolling returns for P SMA 200d VFINX Total Return Bond As Cash Monthly is 10.43%.

Maximum Drawdown

P SMA 200d VFINX Total Return Bond As Cash Monthly Maximum Drawdown