Select Page

P Composite Momentum Market VFINX
0.95%June 16 | 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). 

Click here for more portfolio details and features ►

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 -4.31% 8.32% 8.91% 17.44% 11.54% 12.86% 12.46% 11.54%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 9.29%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 6.59%
Data as of 03/31/2025, AR inception is 01/13/1997

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

P Composite Momentum Market VFINX Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Composite Momentum Market VFINX

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for P Composite Momentum Market VFINX

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 01/13/1997 to 06/16/2025, the worst annualized return of 3-year rolling returns for P Composite Momentum Market VFINX is -8.53%.
From 01/13/1997 to 06/16/2025, the worst annualized return of 5-year rolling returns for P Composite Momentum Market VFINX is 0.34%.
From 01/13/1997 to 06/16/2025, the worst annualized return of 10-year rolling returns for P Composite Momentum Market VFINX is 4%.
From 01/13/1997 to 06/16/2025, 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