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P Composite Momentum Market VFINX
0.85%July 03 | MyPlanIQ portfolio symbol P_73817

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

Portfolio Overview


MPIQ Market composite indicator for VFINX (S&P 500 index fund). 

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Holdings




Historical Performance


P Composite Momentum Market VFINX Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Composite Momentum Market VFINX -4.97% 11.94% 11.81% 14.49% 11.36% 12.69% 12.50% 11.51%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.97% 11.94% 11.80% 15.55% 12.21% 12.85% 10.16% 9.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.15% 10.14% 6.94% 7.68% 5.84% 6.64% 6.00% 6.62%
Data as of 04/30/2025, AR inception is 01/13/1997

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P Composite Momentum Market VFINX Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Composite Momentum Market VFINX

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Retirement Spending Calculator for P Composite Momentum Market VFINX

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Rolling Returns


From 01/13/1997 to 07/03/2025, the worst annualized return of 3-year rolling returns for P Composite Momentum Market VFINX is -8.53%.
From 01/13/1997 to 07/03/2025, the worst annualized return of 5-year rolling returns for P Composite Momentum Market VFINX is 0.34%.
From 01/13/1997 to 07/03/2025, the worst annualized return of 10-year rolling returns for P Composite Momentum Market VFINX is 4%.
From 01/13/1997 to 07/03/2025, the worst annualized return of 20-year rolling returns for P Composite Momentum Market VFINX is 8.12%.

Maximum Drawdown

P Composite Momentum Market VFINX Maximum Drawdown