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: August 17, 2018 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 -0.56% -0.98% 5.61%
MyPlanIQ SAA Moderate 08/12/2010 -0.30% -0.51% 4.86%
MyPlanIQ SAA Balanced 08/12/2010 -0.48% 1.21% 4.76%
MyPlanIQ SAA Conservative 08/12/2010 -0.41% 1.02% 3.79%
MyPlanIQ SAA Very Cons 08/12/2010 -0.01% 1.29% 2.95%

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