MPIQ Core ETFs Asset Allocation Composite Most Aggressive (All Stocks)
0.16%November 01 | MyPlanIQ portfolio symbol P_73815


Historical Returns

The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/30/2024.
AR inception is since 12/31/2000
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
MPIQ Core ETFs Asset Allocation Composite Most Aggressive (All Stocks) 15.36% 22.03% -0.29% 5.64% 6.26% 8.58% 8.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 19.41% 26.78% 9.17% 15.85% 12.87% 14.13% 10.56%
VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) 12.02% 18.35% 3.67% 8.90% 8.02% 9.36% 7.78%

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Rolling Returns

From 12/31/2000 to 11/01/2024, the worst annualized return of 3-year rolling returns is -2.2%.

From 12/31/2000 to 11/01/2024, the worst annualized return of 5-year rolling returns is 1.25%.

From 12/31/2000 to 11/01/2024, the worst annualized return of 10-year rolling returns is 4.54%.

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