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Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate
0.40%June 04 | MyPlanIQ portfolio symbol P_31644

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

Portfolio Overview


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Holdings




Historical Performance


Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate 1.72% 5.46% 3.26% 9.80% 5.11% 5.25% 5.74% 5.57%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

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Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 06/04/2025, the worst annualized return of 3-year rolling returns for Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate is -6.19%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 5-year rolling returns for Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate is -0.1%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 10-year rolling returns for Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate is 3.04%.
From 12/31/2000 to 06/04/2025, the worst annualized return of 20-year rolling returns for Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate is 5.38%.

Maximum Drawdown

Six Core Asset ETF Benchmark Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown