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P SMA 200d VFINX Monthly
0.95%June 16 | MyPlanIQ portfolio symbol P_60073

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

Holdings




Historical Performance


P SMA 200d VFINX Monthly Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P SMA 200d VFINX Monthly -4.31% 8.32% 4.32% 10.92% 7.35% 8.96% 9.53% 9.50%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 9.29%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 6.59%
Data as of 03/31/2025, AR inception is 01/13/1997

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P SMA 200d VFINX Monthly Historical Return Chart


Calculators


Dollar Cost Average Calculator for P SMA 200d VFINX Monthly

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Retirement Spending Calculator for P SMA 200d VFINX Monthly

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Rolling Returns


From 01/13/1997 to 06/16/2025, the worst annualized return of 3-year rolling returns for P SMA 200d VFINX Monthly is -1.76%.
From 01/13/1997 to 06/16/2025, the worst annualized return of 5-year rolling returns for P SMA 200d VFINX Monthly is 1.57%.
From 01/13/1997 to 06/16/2025, the worst annualized return of 10-year rolling returns for P SMA 200d VFINX Monthly is 5.53%.
From 01/13/1997 to 06/16/2025, the worst annualized return of 20-year rolling returns for P SMA 200d VFINX Monthly is 7.92%.

Maximum Drawdown

P SMA 200d VFINX Monthly Maximum Drawdown