- Portfolio Overview
- Holdings
- Performance
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- Rolling Returns
- Drawdowns
Portfolio Overview
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Holdings
Historical Performance
MyPlanIQ ETF Tactical Stock Allocation Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MyPlanIQ ETF Tactical Stock Allocation | 3.01% | 20.75% | 17.22% | 11.60% | 11.30% | 11.41% | 13.80% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | -1.04% | 14.79% | 11.58% | 5.86% | 7.61% | 6.79% | 6.08% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | MyPlanIQ ETF …llocation | 1.52 | 20.75 | 17.22 | 11.60 | 11.30 | 11.41 | 13.80 | … | … | 3.01 | 12.89 | 17.23 | 24.90 | -16.47 | 28.92 | 7.04 | 25.31 | -2.96 | 17.75 | 8.12 | 2.77 | 10.74 | 24.18 | 16.22 | 7.58 | 28.20 | 21.61 | 12.96 | 20.14 | 31.53 | 12.23 | 10.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VSMGX (VANGUA…R SHARES) | 0.26 | 14.79 | 11.58 | 5.86 | 7.61 | 6.79 | 6.08 | … | … | -1.04 | 16.26 | 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 | |
| Sharpe Ratio | MyPlanIQ ETF …llocation | NA | 1.79 | 1.21 | 0.66 | 0.62 | NA | NA | … | … | 0.75 | 0.80 | 1.04 | 1.67 | -0.94 | 2.06 | 0.19 | 2.24 | -0.28 | 2.09 | 0.59 | 0.17 | 0.80 | 2.11 | 1.43 | 0.33 | 1.26 | 1.04 | 1.73 | 0.66 | 1.61 | 0.73 | 0.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VSMGX (VANGUA…R SHARES) | NA | 2.12 | 1.29 | 0.44 | 0.65 | NA | NA | … | … | 1.74 | 1.36 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | |
| Standard Deviation(%) | MyPlanIQ ETF …llocation | NA | 15.34 | 13.90 | 14.84 | 17.25 | NA | NA | … | … | 19.06 | 12.51 | 13.13 | 12.75 | 19.12 | 14.01 | 35.56 | 10.65 | 15.26 | 8.19 | 13.48 | 16.43 | 13.40 | 11.46 | 11.33 | 22.83 | 22.31 | 20.72 | 6.94 | 25.62 | 17.45 | 13.58 | 11.46 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VSMGX (VANGUA…R SHARES) | NA | 8.19 | 8.90 | 10.01 | 10.31 | NA | NA | … | … | 10.15 | 9.89 | 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 | |
| Draw Down(%) | MyPlanIQ ETF …llocation | NA | 10.92 | 10.92 | 25.62 | 38.08 | NA | NA | … | … | 10.92 | 10.05 | 8.89 | 9.33 | 25.60 | 6.61 | 38.08 | 5.94 | 15.20 | 2.92 | 9.14 | 13.45 | 11.11 | 8.96 | 8.59 | 17.72 | 13.88 | 11.81 | 5.25 | 15.03 | 15.71 | 10.33 | 9.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VSMGX (VANGUA…R SHARES) | NA | 6.64 | 9.62 | 22.29 | 22.43 | NA | NA | … | … | 6.64 | 9.62 | 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 | |
| Yield(%) | MyPlanIQ ETF …llocation | NA | 3.97 | 2.06 | 2.92 | 2.70 | NA | NA | … | … | 0.00 | 3.80 | 1.41 | 0.94 | 5.84 | 2.13 | 1.46 | 2.84 | 2.10 | 3.15 | 3.13 | 2.24 | 1.87 | 1.78 | 2.65 | 2.23 | 2.82 | 3.16 | 3.10 | 2.10 | 3.09 | 3.43 | 2.59 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VSMGX (VANGUA…R SHARES) | 0.00 | 5.50 | 6.00 | 4.34 | 4.54 | 4.38 | 4.18 | … | … | 0.00 | 5.80 | 7.43 | 4.45 | 2.18 | 4.11 | 3.77 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 |
Data as of 03/31/2026, Common starting date is 01/02/2004
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Rolling Returns
From 01/02/2004 to 06/04/2026, the worst annualized return of 3-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is
1.38%.
From 01/02/2004 to 06/04/2026, the worst annualized return of 5-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is
3.42%.
From 01/02/2004 to 06/04/2026, the worst annualized return of 10-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is
8.81%.
From 01/02/2004 to 06/04/2026, the worst annualized return of 20-year rolling returns for MyPlanIQ ETF Tactical Stock Allocation is
13.8%.
Maximum Drawdown
MyPlanIQ ETF Tactical Stock Allocation Maximum Drawdown