Permanent Income Portfolio
0.19%April 17 | MyPlanIQ portfolio symbol P_37623

Buy and Hold (Annually Rebalance)

Dividend-Stocks VDIGX 12.5%

REITs VGSIX 12.5%

TIPS VIPSX 25%

Long-Treasury-Bonds VUSTX 12.5%

Long-Corp-Bonds VWESX 12.5%

Short-Term-Bonds VFSTX 25%

Simulated from 7/18/2000

Historical Return Chart

Calculate Performance

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From 07/18/2000 to 04/17/2024, the worst annualized return of 3-year rolling returns is -3.53%.

From 07/18/2000 to 04/17/2024, the worst annualized return of 5-year rolling returns is 1.95%.

From 07/18/2000 to 04/17/2024, the worst annualized return of 10-year rolling returns is 3.19%.