MPIQ Core Asset Mutual Funds Asset Allocation Composite Moderate
0.14%November 01 | MyPlanIQ portfolio symbol P_73826


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 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%

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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%.

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