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P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality
1.85%February 28 | MyPlanIQ portfolio symbol P_73745

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

Holdings




Historical Performance


P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality NA 41.03% 16.38% 19.54% 17.35% NA NA 18.11%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 14.29%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 6.86%
Data as of 11/29/2024, AR inception is 07/19/2013

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P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality

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Retirement Spending Calculator for P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality

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Rolling Returns


From 07/19/2013 to 02/28/2025, the worst annualized return of 3-year rolling returns for P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality is 9.85%.
From 07/19/2013 to 02/28/2025, the worst annualized return of 5-year rolling returns for P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality is 10.52%.
From 07/19/2013 to 02/28/2025, the worst annualized return of 10-year rolling returns for P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality is 14.82%.

Maximum Drawdown

P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality Maximum Drawdown