Core Satellite Six Core Asset ETFs 25 Core 75 Satellite
0.05%April 24 | MyPlanIQ portfolio symbol P_35299

This portfolio consists of two sub portfolios:

for a moderate core-satellite portfolio.

Rebalanced annually.

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 04/24/2024, the worst annualized return of 3-year rolling returns is 0.97%.

From 01/02/2001 to 04/24/2024, the worst annualized return of 5-year rolling returns is 1.01%.

From 01/02/2001 to 04/24/2024, the worst annualized return of 10-year rolling returns is 4.48%.