AssetBuilder Model Portfolio 09
0.01%April 24 | MyPlanIQ portfolio symbol P_38448

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Buy and Hold (Quarterly Reblance)
USStocksLV DFLVX 7%
USStocksLC DFUSX 9%
USStocksSV DFFVX 6%
IntlStocksLV DFIVX 6%
IntlStocksSV DISVX 6%
EmStocksSC DEMSX 6%
EMStocksValue DFEVX 6%
REITs DFREX 8%
Commodities DBC 7%
GlobalFixedIncome DFGFX 20%
1YrFixedIncome DFIHX 19%
Simulated from 2/7/2006

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 02/07/2006 to 04/24/2024, the worst annualized return of 3-year rolling returns is -2.09%.

From 02/07/2006 to 04/24/2024, the worst annualized return of 5-year rolling returns is -0.57%.

From 02/07/2006 to 04/24/2024, the worst annualized return of 10-year rolling returns is 3.22%.

Maximum Drawdown

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