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MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate
0.77%June 13 | MyPlanIQ portfolio symbol P_39680

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

Holdings




Historical Performance


MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate 2.65% 7.18% 4.43% 9.23% 5.30% 5.77% 5.71% 3.78%
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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MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 06/13/2025, the worst annualized return of 3-year rolling returns for MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is -7.1%.
From 12/31/2000 to 06/13/2025, the worst annualized return of 5-year rolling returns for MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is -1.29%.
From 12/31/2000 to 06/13/2025, the worst annualized return of 10-year rolling returns for MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is 3.42%.
From 12/31/2000 to 06/13/2025, the worst annualized return of 20-year rolling returns for MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate is 4.46%.

Maximum Drawdown

MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Maximum Drawdown