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P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x
0.98%November 29 | MyPlanIQ portfolio symbol P_65989

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

Portfolio Overview


If Shiller CAPE10 > 1x CAPE10 Long Term Average, switch to P SMA 200d VFINX Total Return Bond As Cash Monthly 

else 

Switch to VFINX (S&P 500)



Holdings




Historical Performance


P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x NA 25.79% 8.84% 12.34% 13.04% 12.26% 12.17% 12.27%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 31.33% 18.08% 17.96% 16.22% 10.80% 9.20% 8.56%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 17.69% 10.53% 9.80% 8.43% 6.52% 6.58% 6.31%
Data as of 08/31/2021, AR inception is 01/02/2001

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P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x

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Retirement Spending Calculator for P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x

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Rolling Returns


From 01/02/2001 to 11/29/2021, the worst annualized return of 3-year rolling returns for P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x is -0.92%.
From 01/02/2001 to 11/29/2021, the worst annualized return of 5-year rolling returns for P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x is 2.64%.
From 01/02/2001 to 11/29/2021, the worst annualized return of 10-year rolling returns for P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x is 9.39%.
From 01/02/2001 to 11/29/2021, the worst annualized return of 20-year rolling returns for P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x is 11.25%.

Maximum Drawdown

P Shiller Cyclically Adjusted PE 10 SO SU SMA 200 Days Total Return Bond As Cash And Strategic Switch Monthly 1x Maximum Drawdown