- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculator
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
USStocks VTSMX 36.0%
IntlStocks VGTSX 13.0%
EmStocks VEIEX 5%
REITs VGSIX 6.0%
Bonds VBMFX 40.0%
Simulated from 05/13/1996
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
VTSMX VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES |
US Equity | 36% |
|
VGTSX VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES |
International Equity | 13% |
|
VEIEX VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES |
International Equity | 5% |
|
VGSIX VANGUARD REIT INDEX FUND INVESTOR SHARES |
Real Estate | 6% |
|
VBMFX VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES |
Fixed Income | 40% |
Historical Performance
The return data shown below all have the same latest date: 04/02/2025.
AR inception is since 05/13/1996.
AR inception is since 05/13/1996.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| MyPlanIQ Core Five Assets | 0.20% | 6.65% | 3.25% | 9.15% | 6.10% | 6.92% | 6.81% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -2.99% | 10.61% | 8.99% | 19.39% | 12.55% | 13.01% | 10.21% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 0.89% | 7.49% | 4.30% | 9.43% | 5.88% | 6.67% | 5.96% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | MyPlanIQ Core Five Assets | -0.17 | 6.65 | 3.25 | 9.15 | 6.10 | 6.92 | 6.81 | 7.23 | 0.20 | 9.78 | 14.64 | -17.08 | 12.47 | 13.73 | 19.62 | -4.75 | 14.35 | 7.41 | -0.97 | 7.87 | 12.50 | 11.51 | 1.11 | 13.09 | 23.34 | -22.19 | 7.80 | 15.08 | 7.43 | 11.86 | 23.07 | -6.52 | -2.67 | -1.81 | 13.70 | 11.45 | 14.34 | 8.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -0.39 | 10.61 | 8.99 | 19.39 | 12.55 | 13.01 | 10.21 | 9.95 | -2.99 | 24.84 | 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 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -0.19 | 7.49 | 4.30 | 9.43 | 5.88 | 6.67 | 5.96 | 6.89 | 0.89 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | MyPlanIQ Core Five Assets | NA | 3.31 | -8.37 | 62.42 | 43.75 | NA | NA | 52.52 | -6.09 | 40.71 | 119.21 | -126.41 | 154.55 | 72.19 | 296.00 | -69.25 | 355.54 | 91.95 | -12.17 | 127.74 | 176.89 | 155.87 | 8.22 | 113.72 | 154.77 | -110.10 | 48.03 | 167.75 | 83.97 | 159.67 | 307.04 | -73.79 | -51.20 | -54.22 | 128.01 | 85.97 | 132.75 | 98.93 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 7.62 | 23.78 | 91.82 | 59.70 | NA | NA | 44.60 | -131.81 | 144.05 | 168.50 | -81.42 | 217.48 | 53.11 | 239.69 | -34.37 | 316.32 | 88.64 | 7.76 | 118.55 | 290.33 | 124.85 | 8.24 | 82.04 | 97.09 | -92.28 | 15.05 | 123.84 | 25.29 | 88.29 | 163.16 | -89.66 | -67.65 | -59.22 | 98.26 | 123.57 | 162.11 | 163.05 | 432.60 | -17.93 | 91.08 | 58.43 | 191.72 | -53.33 | 173.14 | 59.74 | -0.19 | 30.84 | 149.03 | -23.73 | 80.36 | 64.68 | -126.79 | 119.12 | -383.89 | |
| VSMGX (VANGUA...R SHARES) | NA | -6.80 | 0.37 | 63.96 | 41.18 | NA | NA | 49.18 | -23.95 | 47.98 | 137.35 | -121.73 | 131.94 | 69.74 | 278.32 | -86.49 | 376.10 | 82.85 | -26.32 | 101.24 | 216.21 | 122.82 | 0.61 | 117.61 | 112.47 | -97.72 | 40.89 | 135.64 | 50.44 | 149.10 | 209.13 | -74.50 | -58.14 | -22.91 | 107.87 | 156.93 | 157.34 | 93.12 | 420.35 | 463.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | MyPlanIQ Core Five Assets | NA | 8.15 | 10.49 | 10.53 | 10.15 | NA | NA | 10.21 | 8.74 | 7.84 | 8.72 | 14.60 | 8.06 | 18.69 | 6.15 | 8.75 | 3.86 | 7.83 | 8.23 | 6.15 | 7.05 | 7.35 | 13.16 | 11.43 | 15.02 | 20.99 | 10.02 | 7.04 | 6.26 | 6.84 | 7.29 | 10.33 | 9.76 | 10.89 | 8.18 | 9.46 | 8.15 | 5.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 14.04 | 17.08 | 17.67 | 17.94 | NA | NA | 18.02 | 16.51 | 12.67 | 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 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 8.14 | 10.28 | 10.33 | 10.18 | NA | NA | 11.45 | 8.91 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | MyPlanIQ Core Five Assets | NA | 5.10 | 18.32 | 22.57 | 22.57 | NA | NA | 34.25 | 4.10 | 4.34 | 8.86 | 22.41 | 3.81 | 22.14 | 2.84 | 10.94 | 1.50 | 5.66 | 8.47 | 4.49 | 6.51 | 5.84 | 11.76 | 8.20 | 14.05 | 32.02 | 6.06 | 6.47 | 4.33 | 7.38 | 5.65 | 15.07 | 14.62 | 8.12 | 5.75 | 12.03 | 6.06 | 4.18 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 10.05 | 22.14 | 24.59 | 33.83 | NA | NA | 55.25 | 10.05 | 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 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 4.17 | 17.90 | 22.29 | 22.43 | NA | NA | 41.18 | 3.95 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | MyPlanIQ Core Five Assets | NA | 1.99 | 2.19 | 2.14 | 2.31 | NA | NA | 0.00 | 0.00 | 1.99 | 2.74 | 1.92 | 2.01 | 2.16 | 2.82 | 2.31 | 2.50 | 2.56 | 2.25 | 2.59 | 2.45 | 2.83 | 2.75 | 2.74 | 3.62 | 3.19 | 3.53 | 3.62 | 3.09 | 2.97 | 3.69 | 3.30 | 3.69 | 4.13 | 3.77 | 3.75 | 4.04 | 2.55 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| 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 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (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 | 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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Calculator
MyPlanIQ Core Five Assets Return Calculator
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Rolling Returns
From 05/13/1996 to 04/02/2025, the worst annualized return of 3-year rolling returns is -5.59%.
From 05/13/1996 to 04/02/2025, the worst annualized return of 5-year rolling returns is 0.2%.
From 05/13/1996 to 04/02/2025, the worst annualized return of 10-year rolling returns is 2.81%.
Maximum Drawdown
MyPlanIQ Core Five Assets Maximum Drawdown