MyPlanIQ folios are created and maintained by MyPlanIQ using a strategic asset allocation (SAA) strategy. This SAA strategy is based on modern portfolio theory (MPT) with emphasis on diversification and investment selection within each major asset class.

These are long-term core portfolios using liquid ETFs for each major asset class. These folios are designed to provide reasonable returns with lower risk than less-diversified investments.

Once at MyPlanIQ, you can also learn about our Tactical Asset Allocation models and folios. These are available for a low monthly fee and are designed to provide higher overall returns by shifting dynamically between major asset classes using asset trends. Learn More

Last Updated: December 2, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Inception Date
1 Month
3 Month
Since Inception*
MyPlanIQ SAA Growth 08/12/2010 -1.80% -5.50% 5.03%
MyPlanIQ SAA Moderate 08/12/2010 -1.34% -4.08% 4.38%
MyPlanIQ SAA Balanced 08/12/2010 -2.24% -4.44% 3.87%
MyPlanIQ SAA Conservative 08/12/2010 -2.43% -4.17% 3.20%
MyPlanIQ SAA Very Cons 08/12/2010 -1.66% -2.49% 2.72%

See how returns are calculated
Past performance is no guarantee of future results.