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: September 13, 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 1.80% 4.15% 6.07%
MyPlanIQ SAA Moderate 08/12/2010 1.54% 3.33% 5.26%
MyPlanIQ SAA Balanced 08/12/2010 1.21% 3.36% 5.15%
MyPlanIQ SAA Conservative 08/12/2010 0.88% 3.19% 4.30%
MyPlanIQ SAA Very Cons 08/12/2010 0.55% 2.12% 3.39%

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