IQ Optimized Portfolios: Smart Investing Made Easy with iQUANT
iQUANT portfolios blend iQUANT models and/or investment indices for historically optimal risk-adjusted performance. Selections are emailed and posted on the Members page the night before the first trading day of each month.
iQUANT portfolios: "Traditional" has fixed allocations for bonds and stocks, while "Dynamic," including all ETF portfolios, targets a specific standard deviation regardless of stock-bond allocation.
Portfolio Returns and Optimizer Codes
Access optimizer reports by copying codes from the table below and pasting them into the Portfolio Optimizer tool's "Code" box. For current portfolio selections, use these codes in the Portfolio Allocation Tool (Members page).
Time periods greater than 1 year are annualized. Returns as of 3/31/2024.* Table is sortable by clicking the column header.
| iQUANT Portfolio | Code | Month | YTD | 12 Mth | 3 Yr | 5 Yr | 10 Yr | 20 Yr | Frequency | Prior Code |
|---|---|---|---|---|---|---|---|---|---|---|
| iQ Dynamic Aggressive | 7Et2b3 | 1.03 | 3.27 | 13.35 | 9.08 | 17.12 | 16.00 | 17.97 | Feb, May, Aug, Nov | |
| iQ Dynamic Conservative | 1FiCF0 | 2.41 | 3.25 | 3.74 | 2.89 | 7.97 | 8.68 | 10.66 | Feb, May, Aug, Nov | |
| iQ Dynamic International | JF7MlF | 1.95 | 3.02 | 19.01 | 7.48 | 12.59 | 9.95 | 12.46 | Monthly | |
| iQ Dynamic Moderate | Gp7NKZ | 3.08 | 5.22 | 10.00 | 10.04 | 15.18 | 14.50 | 16.14 | Feb, May, Aug, Nov | |
| iQ Dynamic Moderately Aggressive | I1mabq | 2.53 | 4.96 | 10.02 | 9.71 | 16.98 | 16.58 | 18.76 | Feb, May, Aug, Nov | |
| iQ Dynamic Moderately Conservative | 1qxXMG | 2.41 | 3.21 | 5.44 | 4.71 | 10.23 | 10.67 | 12.63 | Feb, May, Aug, Nov | |
| iQ ETF Aggressive Portfolio | CLXwc2 | 3.33 | 10.02 | 19.53 | 14.96 | 24.56 | 16.63 | 17.47 | Monthly | dzKbhb |
| iQ ETF Conservative Portfolio | rln6lE | 2.36 | 2.75 | 6.51 | 2.36 | 9.00 | 9.96 | 11.20 | Monthly | AfAjKx |
| iQ ETF Moderate Portfolio | lJTRX9 | 3.38 | 6.83 | 17.48 | 12.48 | 21.70 | 16.15 | 16.83 | Monthly | aogrDr |
| iQ ETF Moderately Aggressive Portfolio | L0SFLI | 3.34 | 8.86 | 18.92 | 13.40 | 22.58 | 16.22 | 17.05 | Monthly | IBSRu0 |
| iQ ETF Moderately Conservative Portfolio | gumFB5 | 3.06 | 4.36 | 13.30 | 9.47 | 18.48 | 14.42 | 15.24 | Monthly | qfrWFD |
| iQ Mutual Fund (No NTF) Aggressive | wgd8xa | 2.41 | 6.93 | 21.91 | 9.87 | 18.43 | 13.28 | 14.18 | Feb, May, Aug, Nov | |
| iQ Mutual Fund (No NTF) Conservative | QvYVYr | 2.11 | 4.41 | 15.22 | 8.28 | 11.23 | 8.87 | 10.31 | Feb, May, Aug, Nov | |
| iQ Mutual Fund (No NTF) Moderate | 02cNGd | 2.96 | 6.05 | 18.94 | 9.42 | 15.42 | 11.47 | 13.34 | Feb, May, Aug, Nov | |
| iQ Mutual Fund (No NTF) Moderately Aggressive | 3E6JyH | 2.59 | 6.41 | 20.04 | 10.05 | 17.27 | 12.81 | 13.84 | Feb, May, Aug, Nov | |
| iQ Mutual Fund (No NTF) Moderately Conservative | 55MS5v | 2.45 | 4.53 | 16.65 | 8.75 | 11.89 | 9.33 | 11.18 | Feb, May, Aug, Nov | |
| iQ Relative Strength of Portfolios Portfolio | KRrb4R | 2.09 | 6.17 | 9.07 | 8.48 | 17.35 | 15.80 | 16.61 | Feb, May, Aug, Nov | |
| iQ Simple Portfolio | PwvPFY | 2.37 | 7.58 | 13.10 | 9.42 | 14.72 | 13.51 | 14.43 | Feb, May, Aug, Nov | |
| iQ Simple Portfolio (no inverse) | gxlcRx | 2.37 | 7.32 | 17.27 | 10.29 | 15.14 | 13.49 | 14.18 | Feb, May, Aug, Nov | |
| iQ Traditional Aggressive | 6iSBLW | 2.09 | 3.51 | 15.74 | 8.37 | 15.35 | 14.64 | 16.66 | Feb, May, Aug, Nov | |
| iQ Traditional Conservative | UvYKD7 | 1.40 | 3.05 | 8.21 | 2.16 | 6.19 | 6.73 | 8.15 | Feb, May, Aug, Nov | |
| iQ Traditional Low Trading Moderate | Ktl8na | 2.15 | 3.13 | 12.22 | 4.74 | 12.14 | 11.05 | 12.85 | Feb, May, Aug, Nov | |
| iQ Traditional Moderate | cbOUus | 2.94 | 2.65 | 12.33 | 6.86 | 10.60 | 11.04 | 13.18 | Feb, May, Aug, Nov | |
| iQ Traditional Moderately Aggressive | Y9BBYH | 3.37 | 3.27 | 14.01 | 8.84 | 12.45 | 12.77 | 15.03 | Feb, May, Aug, Nov | |
| iQ Traditional Moderately Conservative | FcxCjK | 1.65 | 3.00 | 8.16 | 2.05 | 7.99 | 9.15 | 10.98 | Feb, May, Aug, Nov | |
| Open Architecture Fund Platform Aggressive | QscTCJ | 2.32 | 9.97 | 22.70 | 7.70 | 17.81 | 13.69 | 14.18 | Feb, May, Aug, Nov | |
| Open Architecture Fund Platform Conservative | 8PwSSQ | 2.38 | 3.83 | 15.82 | 8.28 | 12.74 | 10.31 | 11.33 | Feb, May, Aug, Nov | |
| Open Architecture Fund Platform Moderate | 1TXAXQ | 2.67 | 6.25 | 21.75 | 9.90 | 17.98 | 13.83 | 14.19 | Feb, May, Aug, Nov | |
| Open Architecture Fund Platform Moderately Aggressive | Oe4l07 | 2.71 | 8.70 | 24.96 | 10.10 | 19.45 | 14.87 | 14.73 | Feb, May, Aug, Nov | |
| Open Architecture Fund Platform Moderately Conservative | y4LPrs | 2.68 | 5.07 | 20.38 | 9.59 | 15.99 | 12.66 | 13.05 | Feb, May, Aug, Nov |
Hypothetical returns are for illustrative purposes only, not indicative of actual performance. They are based on simulated models, not real investment decisions. Actual outcomes may vary due to market fluctuations, economic conditions, fees, and investor behavior. Hypothetical returns do not guarantee future performance. Carefully consider financial objectives, risk tolerance, and consult a qualified financial professional before investing. Past performance is not predictive. Investments carry inherent risks. Conduct thorough research and due diligence. Seek guidance from your Compliance team or regulatory authorities for any questions or concerns.