Wealthfront Moderate Portfolio
0.83%April 15 | MyPlanIQ portfolio symbol P_38447

Buy and Hold (Quarterly Reblance)
USStocks VTI 22%
IntlStocks VEA 16%
EmStocks VWO 10%
REITs VNQ 7%
Commodities DJP 5%
Bonds BND 40%
Simulated from 7/27/2007

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/27/2007 to 04/15/2024, the worst annualized return of 3-year rolling returns is 1.67%.

From 07/27/2007 to 04/15/2024, the worst annualized return of 5-year rolling returns is 2.46%.

From 07/27/2007 to 04/15/2024, the worst annualized return of 10-year rolling returns is 4.1%.

Maximum Drawdown

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