Rick Ferri Core Four Lazy Portfolio
0.19%April 18 | MyPlanIQ portfolio symbol P_45338

Buy and Hold (Annual Rebalance)
USStocks VTSMX 30.0%
IntlStocks VGTSX 24.0%
REITs VGSIX 6.0%
Bonds VBMFX 40.0%

Simulated from 07/01/1996

Historical Return Chart

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From 07/01/1996 to 04/18/2024, the worst annualized return of 3-year rolling returns is -4.18%.

From 07/01/1996 to 04/18/2024, the worst annualized return of 5-year rolling returns is 2%.

From 07/01/1996 to 04/18/2024, the worst annualized return of 10-year rolling returns is 2.56%.