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: January 17, 2020 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 3.54% 5.22% 6.53%
MyPlanIQ SAA Balanced 08/12/2010 3.37% 5.81% 5.67%
MyPlanIQ SAA Moderate 08/12/2010 2.79% 4.43% 5.65%
MyPlanIQ SAA Conservative 08/12/2010 2.84% 4.61% 4.72%
MyPlanIQ SAA Very Cons 08/12/2010 1.74% 3.02% 3.67%

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