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: March 19, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception Date
1 Month
3 Month
Since Inception*
MyPlanIQ SAA Growth 08/12/2010 0.88% 8.88% 5.67%
MyPlanIQ SAA Moderate 08/12/2010 0.94% 7.56% 4.92%
MyPlanIQ SAA Balanced 08/12/2010 1.42% 7.47% 4.79%
MyPlanIQ SAA Conservative 08/12/2010 1.04% 6.05% 3.91%
MyPlanIQ SAA Very Cons 08/12/2010 0.95% 4.25% 3.09%

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