MPIQ ETFs Strategic Asset Allocation

Portfolio Overview

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Holdings

Historical Performance

MPIQ ETFs Strategic Asset Allocation - Optimal Moderate Historical Returns

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MPIQ ETFs Strategic Asset Allocation - Optimal Moderate	NA	14.43%	5.65%	7.20%	6.23%	7.08%	6.33%	4.89%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	34.25%	10.57%	15.70%	13.31%	14.08%	10.54%	8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	16.47%	2.18%	5.69%	5.63%	6.73%	5.78%	5.66%

	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 (%)	MPIQ ETFs Str... Moderate	1.20	14.43	5.65	7.20	6.23	7.08	6.33	4.89	NA	7.50	14.28	-8.73	11.78	7.57	16.91	-4.41	13.66	5.19	-0.83	6.35	10.46	13.14	0.00	12.55	27.51	-24.03	10.64	10.02	3.22	7.23	23.29	-17.39	-17.96	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	1.08	34.25	10.57	15.70	13.31	14.08	10.54	8.97	NA	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)	1.16	16.47	2.18	5.69	5.63	6.73	5.78	5.66	NA	5.75	13.92	-16.49	7.97	11.63	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	MPIQ ETFs Str... Moderate	NA	0.26	0.24	0.43	0.42	NA	NA	0.25	0.35	0.13	1.33	-0.84	1.52	0.35	2.24	-0.62	2.91	0.55	-0.09	0.96	1.29	1.49	0.00	0.98	1.38	-0.99	0.68	0.91	0.15	0.76	1.87	-0.97	-0.65	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.65	0.77	0.77	0.65	NA	NA	0.45	0.39	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	0.30	0.36	0.29	0.39	NA	NA	0.48	0.96	0.24	1.25	-1.25	1.01	0.59	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(%)	MPIQ ETFs Str... Moderate	NA	6.95	8.97	12.04	10.27	NA	NA	13.57	6.57	6.93	7.53	12.03	7.75	20.68	6.92	9.22	4.48	9.00	9.19	6.59	8.09	8.79	15.65	12.66	19.81	25.09	11.21	7.44	6.75	8.24	12.12	19.08	31.33	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.49	16.97	17.37	18.46	NA	NA	18.09	22.57	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	11.25	10.37	10.34	10.54	NA	NA	11.51	11.58	8.97	8.31	14.38	7.89	19.14	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(%)	MPIQ ETFs Str... Moderate	NA	4.12	12.35	22.60	25.59	NA	NA	48.22	1.42	4.12	5.89	14.47	3.24	25.59	3.79	10.42	1.54	6.99	9.52	4.86	8.67	6.86	12.56	8.42	16.25	34.27	6.47	5.46	5.53	7.16	7.77	27.64	39.75	NA	NA	NA	NA	NA	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	13.03	13.03	23.77	23.77	NA	NA	41.18	9.62	7.07	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(%)	MPIQ ETFs Str... Moderate	NA	3.77	3.50	2.92	2.61	NA	NA	2.26	NA	0.84	3.76	3.82	2.14	1.50	2.83	2.32	2.38	2.56	2.13	2.34	2.24	3.11	2.99	2.96	2.37	2.58	2.76	2.63	1.85	1.58	0.80	0.75	0.92	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	0.00	1.33	1.60	1.93	2.72	4.25	3.44	16.47	0.60	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	2.88	2.73	2.42	2.70	3.25	3.18	6.16	1.19	2.97	2.91	1.71	2.03	1.86	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 11/29/2024, AR inception is 01/02/2001

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Return and Chart Comparison with Other Funds, Portfolios or Stocks

MPIQ ETFs Strategic Asset Allocation - Optimal Moderate Historical Return Chart

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Calculators

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Rolling Returns

From 01/02/2001 to 02/28/2025, the worst annualized return of 3-year rolling returns for MPIQ ETFs Strategic Asset Allocation - Optimal Moderate is -6.45%.

From 01/02/2001 to 02/28/2025, the worst annualized return of 5-year rolling returns for MPIQ ETFs Strategic Asset Allocation - Optimal Moderate is -1.89%.

From 01/02/2001 to 02/28/2025, the worst annualized return of 10-year rolling returns for MPIQ ETFs Strategic Asset Allocation - Optimal Moderate is 2.93%.

From 01/02/2001 to 02/28/2025, the worst annualized return of 20-year rolling returns for MPIQ ETFs Strategic Asset Allocation - Optimal Moderate is 4.68%.

Maximum Drawdown

MPIQ ETFs Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start Date	Trough Date	Full Recovered Date	Duration of drawdown (year)	Maximum Drawdown (%)
2001-01	2002-09	2007-09	6.7	45.05%
2007-10	2009-02	2010-08	2.8	34.20%
2010-10	2010-11	2010-11	0.1	2.42%
2011-02	2011-03	2011-03	0.1	0.16%
2011-04	2011-09	2012-01	0.8	11.16%
2012-03	2012-05	2012-07	0.3	4.93%
2012-09	2012-10	2012-10	0.1	0.29%
2013-04	2013-06	2013-08	0.3	4.84%
2013-12	2014-01	2014-01	0.1	2.02%
2014-06	2014-07	2014-07	0.1	0.35%
2014-08	2014-09	2014-10	0.2	2.35%
2014-11	2014-12	2015-01	0.2	0.88%
2015-02	2015-03	2015-03	0.1	0.62%
2015-04	2016-02	2016-06	1.2	7.85%
2016-09	2016-11	2016-12	0.3	2.12%
2017-05	2017-06	2017-06	0.1	0.01%
2018-01	2018-12	2019-02	1.1	7.15%
2019-04	2019-05	2019-06	0.2	3.33%
2019-07	2019-08	2019-08	0.1	0.81%
2019-12	2020-03	2020-07	0.6	15.07%
2020-08	2020-10	2020-10	0.2	2.98%
2021-08	2021-09	2021-09	0.1	2.27%
2021-10	2021-11	2021-11	0.1	1.38%
2021-12	2022-09	2023-06	1.5	13.71%
2023-07	2023-10	2023-10	0.3	5.01%
2023-12	2024-01	2024-01	0.1	0.11%
2024-03	2024-04	2024-04	0.1	1.78%
2024-09	2024-12	2025-02	0.4	3.24%

MPIQ ETFs Strategic Asset Allocation - Optimal Moderate0.44%February 28 | MyPlanIQ portfolio symbol P_77139