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MyPlanIQ ETF Tactical Stock Allocation
0.16%August 07 | MyPlanIQ portfolio symbol P_77140

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

Portfolio Overview



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Holdings




Historical Performance


MyPlanIQ ETF Tactical Stock Allocation Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MyPlanIQ ETF Tactical Stock Allocation -0.48% 5.88% 10.67% 14.17% 10.99% 13.20% 15.18% 14.61%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 4.47% 6.32% 5.77% 5.47% 5.13% 6.59% 5.54% 5.83%
Data as of 05/30/2025, AR inception is 01/02/2004

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MyPlanIQ ETF Tactical Stock Allocation Historical Return Chart


Calculators


Dollar Cost Average Calculator for MyPlanIQ ETF Tactical Stock Allocation

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Retirement Spending Calculator for MyPlanIQ ETF Tactical Stock Allocation

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Rolling Returns


From 01/02/2004 to 08/07/2025, the worst annualized return of 3-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is 4.28%.
From 01/02/2004 to 08/07/2025, the worst annualized return of 5-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is 5.18%.
From 01/02/2004 to 08/07/2025, the worst annualized return of 10-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is 9.8%.
From 01/02/2004 to 08/07/2025, the worst annualized return of 20-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is 14.76%.

Maximum Drawdown

MyPlanIQ ETF Tactical Stock Allocation Maximum Drawdown