- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
USStocks VTSMX 36.0%
IntlStocks VGTSX 18.0%
REITs VGSIX 6.0%
Bonds VBMFX 40.0%
Simulated from 05/13/1996
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
VTSMX VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES |
US Equity | 36% |
|
VGTSX VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES |
International Equity | 18% |
|
VGSIX VANGUARD REIT INDEX FUND INVESTOR SHARES |
Real Estate | 6% |
|
VBMFX VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES |
Fixed Income | 40% |
Historical Performance
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 05/13/1996.
AR inception is since 05/13/1996.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Four Assets | -0.08% | 8.84% | 5.85% | 7.76% | 6.07% | 6.90% | 6.70% | 7.12% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -4.37% | 13.03% | 12.04% | 16.35% | 12.16% | 12.80% | 10.20% | 9.89% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 1.21% | 10.24% | 6.96% | 8.03% | 5.81% | 6.59% | 6.00% | 6.90% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | MyPlanIQ Core Four Assets | 1.17 | 8.84 | 5.85 | 7.76 | 6.07 | 6.90 | 6.70 | 7.12 | -0.08 | 9.54 | 14.97 | -16.99 | 12.91 | 13.52 | 19.68 | -4.72 | 14.15 | 7.06 | -0.46 | 7.63 | 13.58 | 11.50 | 1.37 | 12.72 | 21.97 | -21.79 | 6.60 | 14.66 | 6.43 | 11.39 | 22.01 | -6.93 | -3.53 | -1.09 | 12.59 | 13.06 | 15.13 | 8.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 2.19 | 13.03 | 12.04 | 16.35 | 12.16 | 12.80 | 10.20 | 9.89 | -4.37 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | 1.08 | 10.24 | 6.96 | 8.03 | 5.81 | 6.59 | 6.00 | 6.90 | 1.21 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | MyPlanIQ Core Four Assets | NA | 0.24 | 0.13 | 0.48 | 0.42 | NA | NA | 0.51 | -0.07 | 0.37 | 1.22 | -1.24 | 1.61 | 0.70 | 2.98 | -0.70 | 3.51 | 0.87 | -0.06 | 1.24 | 1.92 | 1.55 | 0.10 | 1.10 | 1.46 | -1.09 | 0.37 | 1.64 | 0.69 | 1.53 | 2.86 | -0.75 | -0.60 | -0.48 | 1.16 | 1.05 | 1.45 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.23 | 0.32 | 0.74 | 0.56 | NA | NA | 0.44 | -0.70 | 1.44 | 1.69 | -0.81 | 2.17 | 0.53 | 2.40 | -0.34 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.15 | 1.24 | 0.25 | 0.88 | 1.63 | -0.90 | -0.68 | -0.59 | 0.98 | 1.24 | 1.62 | 1.63 | 4.33 | -0.18 | 0.91 | 0.58 | 1.92 | -0.53 | 1.73 | 0.60 | 0.00 | 0.31 | 1.49 | -0.24 | 0.80 | 0.65 | -1.27 | 1.19 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.29 | 0.15 | 0.51 | 0.38 | NA | NA | 0.49 | -0.10 | 0.48 | 1.37 | -1.22 | 1.32 | 0.70 | 2.78 | -0.86 | 3.76 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.41 | 1.36 | 0.50 | 1.49 | 2.09 | -0.75 | -0.58 | -0.23 | 1.08 | 1.57 | 1.57 | 0.93 | 4.20 | 4.63 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | MyPlanIQ Core Four Assets | NA | 10.56 | 11.14 | 10.77 | 10.44 | NA | NA | 10.28 | 14.60 | 7.92 | 8.80 | 14.78 | 8.00 | 18.86 | 6.13 | 8.69 | 3.85 | 7.87 | 8.20 | 6.15 | 7.06 | 7.37 | 13.22 | 11.45 | 14.96 | 20.88 | 9.74 | 6.93 | 6.19 | 6.83 | 7.46 | 10.70 | 9.72 | 10.74 | 8.08 | 9.31 | 8.01 | 5.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.39 | 18.60 | 17.94 | 18.44 | NA | NA | 18.12 | 28.69 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.43 | 10.86 | 10.39 | 10.40 | NA | NA | 11.50 | 14.60 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | MyPlanIQ Core Four Assets | NA | 10.91 | 13.77 | 22.62 | 22.62 | NA | NA | 34.13 | 10.21 | 4.43 | 8.90 | 22.49 | 3.64 | 22.28 | 2.77 | 10.80 | 1.44 | 5.74 | 7.94 | 4.47 | 6.29 | 5.84 | 11.59 | 8.34 | 14.31 | 31.61 | 5.92 | 6.04 | 4.07 | 6.93 | 5.80 | 15.11 | 14.62 | 7.65 | 5.57 | 11.93 | 5.75 | 4.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 13.24 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | MyPlanIQ Core Four Assets | NA | 2.04 | 2.20 | 2.16 | 2.33 | NA | NA | 0.00 | 0.00 | 2.03 | 2.74 | 1.89 | 2.05 | 2.18 | 2.81 | 2.33 | 2.53 | 2.57 | 2.26 | 2.61 | 2.48 | 2.88 | 2.79 | 2.75 | 3.57 | 3.10 | 3.47 | 3.53 | 2.94 | 2.77 | 3.51 | 3.34 | 3.64 | 4.14 | 3.69 | 3.72 | 4.04 | 2.58 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
MyPlanIQ Core Four Assets Return Calculator
Calculate Performance
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Calculators
Dollar Cost Average Calculator for MyPlanIQ Core Four Assets
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Retirement Spending Calculator for MyPlanIQ Core Four Assets
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Rolling Returns
From 05/13/1996 to 05/01/2025, the worst annualized return of 3-year rolling returns for MyPlanIQ Core Four Assets is -5.91%.
From 05/13/1996 to 05/01/2025, the worst annualized return of 5-year rolling returns for MyPlanIQ Core Four Assets is -0.28%.
From 05/13/1996 to 05/01/2025, the worst annualized return of 10-year rolling returns for MyPlanIQ Core Four Assets is 2.3%.
Maximum Drawdown
MyPlanIQ Core Four Assets Maximum Drawdown