- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
USStocks VTSMX 36.0%
IntlStocks VGTSX 13.0%
EmStocks VEIEX 5%
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 | 13% |
|
VEIEX VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES |
International Equity | 5% |
|
VGSIX VANGUARD REIT INDEX FUND INVESTOR SHARES |
Real Estate | 6% |
|
VBMFX VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES |
Fixed Income | 40% |
Historical Performance
MyPlanIQ Core Five Assets Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Five Assets | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 4.74% | 20.31% | 13.48% | 6.43% | 8.08% | 7.01% | 6.34% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 Five Assets | 0.27 | 18.79 | 12.38 | 5.55 | 7.97 | 7.19 | 6.94 | … | … | 4.70 | 13.46 | 9.78 | 14.64 | -17.08 | 12.47 | 13.73 | 19.62 | -4.75 | 14.35 | 7.41 | -0.97 | 7.87 | 12.50 | 11.51 | 1.11 | 13.09 | 23.34 | -22.19 | 7.80 | 15.08 | 7.43 | 11.86 | 23.07 | -6.52 | -2.67 | -1.81 | 13.70 | 11.45 | 14.34 | 8.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.91 | 30.43 | 21.65 | 12.98 | 15.09 | 13.73 | 10.93 | … | … | 5.96 | 17.72 | 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) | 0.28 | 20.31 | 13.48 | 6.43 | 8.08 | 7.01 | 6.34 | … | … | 4.74 | 16.26 | 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 Five Assets | NA | 2.09 | 1.02 | 0.31 | 0.62 | NA | NA | … | … | 0.40 | 1.08 | 0.79 | 1.26 | -1.27 | 1.55 | 0.72 | 2.95 | -0.70 | 3.55 | 0.92 | -0.12 | 1.28 | 1.77 | 1.56 | 0.08 | 1.14 | 1.55 | -1.10 | 0.46 | 1.66 | 0.83 | 1.59 | 3.07 | -0.74 | -0.53 | -0.55 | 1.26 | 0.84 | 1.31 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 2.37 | 1.30 | 0.63 | 0.76 | NA | NA | … | … | 1.46 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA…R SHARES) | NA | 2.23 | 1.19 | 0.40 | 0.65 | NA | NA | … | … | 1.47 | 1.36 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | MyPlanIQ Core Five Assets | NA | 7.72 | 8.89 | 10.12 | 10.28 | NA | NA | … | … | 9.75 | 9.83 | 7.84 | 8.72 | 14.60 | 8.06 | 18.69 | 6.15 | 8.75 | 3.86 | 7.83 | 8.23 | 6.15 | 7.05 | 7.35 | 13.16 | 11.43 | 15.02 | 20.99 | 10.02 | 7.04 | 6.26 | 6.84 | 7.29 | 10.33 | 9.76 | 10.89 | 8.18 | 9.46 | 8.15 | 5.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 12.48 | 14.84 | 16.93 | 18.12 | NA | NA | … | … | 14.11 | 18.66 | 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 | 8.20 | 8.87 | 10.02 | 10.30 | NA | NA | … | … | 10.40 | 9.89 | 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 Five Assets | NA | 6.45 | 10.85 | 22.57 | 22.57 | NA | NA | … | … | 6.45 | 10.05 | 4.34 | 8.86 | 22.41 | 3.81 | 22.14 | 2.84 | 10.94 | 1.50 | 5.66 | 8.47 | 4.49 | 6.51 | 5.84 | 11.76 | 8.20 | 14.05 | 32.02 | 6.06 | 6.47 | 4.33 | 7.38 | 5.65 | 15.07 | 14.62 | 8.12 | 5.75 | 12.03 | 6.06 | 4.18 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 8.92 | 18.76 | 24.59 | 33.83 | NA | NA | … | … | 8.92 | 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 | 6.64 | 9.62 | 22.29 | 22.43 | NA | NA | … | … | 6.64 | 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 Five Assets | NA | 1.99 | 2.19 | 2.14 | 2.31 | NA | NA | … | … | NA | 0.00 | 1.99 | 2.74 | 1.92 | 2.01 | 2.16 | 2.82 | 2.31 | 2.50 | 2.56 | 2.25 | 2.59 | 2.45 | 2.83 | 2.75 | 2.74 | 3.62 | 3.19 | 3.53 | 3.62 | 3.09 | 2.97 | 3.69 | 3.30 | 3.69 | 4.13 | 3.77 | 3.75 | 4.04 | 2.55 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.00 | 1.20 | 1.65 | 1.54 | 2.84 | 3.79 | 3.39 | … | … | 0.27 | 1.20 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 | |
| VSMGX (VANGUA…R SHARES) | 0.00 | 5.60 | 6.04 | 4.42 | 4.62 | 4.32 | 4.12 | … | … | 0.00 | 5.80 | 7.43 | 4.45 | 2.18 | 4.11 | 3.77 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 05/01/2026, Common starting date is 05/13/1996
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Rolling Returns
From 05/13/1996 to 05/01/2026, the worst annualized return of 3-year rolling returns for MyPlanIQ Core Five Assets is
-5.59%.
From 05/13/1996 to 05/01/2026, the worst annualized return of 5-year rolling returns for MyPlanIQ Core Five Assets is
0.2%.
From 05/13/1996 to 05/01/2026, the worst annualized return of 10-year rolling returns for MyPlanIQ Core Five Assets is
2.81%.
From 05/13/1996 to 05/01/2026, the worst annualized return of 20-year rolling returns for MyPlanIQ Core Five Assets is
5.44%.
Maximum Drawdown
MyPlanIQ Core Five Assets Maximum Drawdown