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
AR inception is since 12/31/2000
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr Ar | 15Yr Ar | 20Yr Ar |
---|---|---|---|---|---|---|---|
MPIQ Core Asset Mutual Funds Asset Allocation Composite Moderate | 10.52% | 16.33% | -0.88% | 3.55% | 4.25% | 7.21% | 8.40% |
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% |
Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | MPIQ Core Ass... Moderate | -0.07 | 16.33 | -0.88 | 3.55 | 4.25 | 7.21 | 8.40 | 9.13 | 10.52 | 13.17 | -22.79 | 13.59 | 3.39 | 20.19 | -4.76 | 14.09 | 7.41 | -3.67 | 8.86 | 13.20 | 17.57 | 0.99 | 15.95 | 21.67 | 5.50 | 4.30 | 18.58 | 8.55 | 14.93 | 38.64 | 6.76 | 6.61 |
VFINX (VANGUA...R SHARES) | 0.27 | 26.78 | 9.17 | 15.85 | 12.87 | 14.13 | 10.56 | 8.65 | 19.41 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | |
VBINX (VANGUA...R SHARES) | -0.06 | 18.35 | 3.67 | 8.90 | 8.02 | 9.36 | 7.78 | 7.14 | 12.02 | 17.41 | -16.98 | 13.62 | 16.26 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | |
Sharpe Ratio | MPIQ Core Ass... Moderate | NA | 1.85 | -0.56 | 0.04 | 0.35 | NA | NA | 0.94 | 0.39 | 1.01 | -2.18 | 1.71 | 0.39 | 3.10 | -0.73 | 2.78 | 1.08 | -0.50 | 1.30 | 1.72 | 2.28 | 0.06 | 1.45 | 2.10 | 0.53 | 0.12 | 2.03 | 0.96 | 1.83 | 6.40 | 1.17 | 0.75 |
VFINX (VANGUA...R SHARES) | NA | 2.48 | 0.29 | 0.60 | 0.64 | NA | NA | 0.45 | 1.49 | 1.69 | -0.81 | 2.17 | 0.53 | 2.40 | -0.34 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.15 | 1.24 | 0.25 | 0.88 | 1.63 | -0.90 | -0.68 | |
VBINX (VANGUA...R SHARES) | NA | 2.22 | -0.03 | 0.45 | 0.59 | NA | NA | 0.61 | 0.95 | 1.47 | -1.15 | 1.64 | 0.77 | 2.85 | -0.44 | 3.29 | 1.08 | 0.04 | 1.47 | 2.62 | 1.55 | 0.30 | 1.23 | 1.21 | -0.98 | 0.35 | 1.17 | 0.38 | 1.38 | 2.04 | -0.77 | -0.44 | |
Standard Deviation(%) | MPIQ Core Ass... Moderate | NA | 7.90 | 9.36 | 8.77 | 7.86 | NA | NA | 8.38 | 7.59 | 8.84 | 11.11 | 7.92 | 8.13 | 6.07 | 8.29 | 4.84 | 6.66 | 7.34 | 6.78 | 7.67 | 7.67 | 15.12 | 10.92 | 10.29 | 8.61 | 10.98 | 7.54 | 6.62 | 7.64 | 5.93 | 4.83 | 5.71 |
VFINX (VANGUA...R SHARES) | NA | 12.24 | 17.57 | 21.32 | 17.86 | NA | NA | 18.04 | 12.51 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | |
VBINX (VANGUA...R SHARES) | NA | 8.39 | 11.71 | 13.38 | 10.94 | NA | NA | 10.96 | 8.29 | 9.03 | 16.05 | 8.30 | 20.61 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | |
Draw Down(%) | MPIQ Core Ass... Moderate | NA | 4.01 | 23.72 | 23.72 | 23.72 | NA | NA | 23.72 | 4.01 | 8.61 | 23.68 | 3.85 | 14.78 | 2.75 | 10.09 | 1.91 | 4.94 | 8.66 | 5.31 | 7.98 | 5.84 | 13.86 | 9.49 | 4.29 | 6.79 | 7.15 | 6.80 | 4.52 | 8.67 | 2.74 | 5.02 | 4.16 |
VFINX (VANGUA...R SHARES) | NA | 8.45 | 24.59 | 33.83 | 33.83 | NA | NA | 55.25 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | |
VBINX (VANGUA...R SHARES) | NA | 4.70 | 21.61 | 22.78 | 22.78 | NA | NA | 35.97 | 4.70 | 8.27 | 21.37 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | |
Yield(%) | MPIQ Core Ass... Moderate | NA | 3.99 | 3.27 | 3.10 | 3.17 | NA | NA | 4.45 | 0.93 | 4.07 | 2.73 | 2.56 | 2.53 | 3.22 | 3.38 | 3.15 | 3.08 | 3.00 | 4.15 | 4.07 | 4.39 | 4.70 | 4.43 | 6.91 | 5.81 | 3.96 | 3.92 | 4.19 | 4.55 | 5.71 | 8.18 | 8.67 |
VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
VBINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
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Rolling Returns
From 12/31/2000 to 11/01/2024, the worst annualized return of 3-year rolling returns is -3.21%.
From 12/31/2000 to 11/01/2024, the worst annualized return of 5-year rolling returns is 0.75%.
From 12/31/2000 to 11/01/2024, the worst annualized return of 10-year rolling returns is 3.12%.