MPIQ ETF Allocation Moderate
0.33%May 16 | MyPlanIQ portfolio symbol P_75064

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

Portfolio Overview


Risk level: Moderate (at most 60% in stocks). Suitable: investors who can accept moderate loss


Holdings




Historical Performance


The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
Name Inception YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR
MPIQ ETF Allocation Moderate 7.19% 2.68% 9.07% 1.12% 6.14% 5.90% 7.21% 7.47%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 8.54% 1.42% 18.88% 12.39% 16.78% 12.80% 13.83% 10.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 5.67% 2.49% 11.09% 5.14% 7.38% 6.01% 7.04% 5.95%

MPIQ ETF Allocation Moderate Return Calculator

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Calculators


Dollar Cost Average Calculator for MPIQ ETF Allocation Moderate

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Retirement Spending Calculator for MPIQ ETF Allocation Moderate

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Rolling Returns


From 12/31/2000 to 05/16/2025, the worst annualized return of 3-year rolling returns for MPIQ ETF Allocation Moderate is -2.05%.

From 12/31/2000 to 05/16/2025, the worst annualized return of 5-year rolling returns for MPIQ ETF Allocation Moderate is 4.08%.

From 12/31/2000 to 05/16/2025, the worst annualized return of 10-year rolling returns for MPIQ ETF Allocation Moderate is 5.3%.


Maximum Drawdown

MPIQ ETF Allocation Moderate Maximum Drawdown