Six Core Asset ETFs Tactical Asset Allocation Moderate
0.06%April 25 | MyPlanIQ portfolio symbol P_17295

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

Portfolio Overview



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Holdings




Historical Performance


The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2025.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Six Core Asset ETFs Tactical Asset Allocation Moderate 2.09% 12.39% 6.61% 8.15% 5.40% 7.59% 9.11% 8.57%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.77% 26.20% 11.74% 15.10% 13.50% 14.13% 10.53% 8.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.11% 12.75% 4.27% 6.43% 6.23% 7.14% 6.01% 5.66%

Six Core Asset ETFs Tactical Asset Allocation Moderate Return Calculator

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Calculators


Dollar Cost Average Calculator for Six Core Asset ETFs Tactical Asset Allocation Moderate

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Retirement Spending Calculator for Six Core Asset ETFs Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 04/25/2025, the worst annualized return of 3-year rolling returns for Six Core Asset ETFs Tactical Asset Allocation Moderate is -0.76%.

From 12/31/2000 to 04/25/2025, the worst annualized return of 5-year rolling returns for Six Core Asset ETFs Tactical Asset Allocation Moderate is -0.2%.

From 12/31/2000 to 04/25/2025, the worst annualized return of 10-year rolling returns for Six Core Asset ETFs Tactical Asset Allocation Moderate is 4.72%.


Maximum Drawdown

Six Core Asset ETFs Tactical Asset Allocation Moderate Maximum Drawdown