Etrade Total Return Bond
0.19%March 28 | MyPlanIQ portfolio symbol P_46913

This portfolio is for fixed income investments in Etrade. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds used in this portfolio:


Asset Class Ticker Description Rating
FIXED INCOME


Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Intermediate-Term Bond DODIX Dodge & Cox Income
Multisector Bond PONDX PIMCO Income D
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
Multisector Bond LSBRX Loomis Sayles Bond Retail

Return Calculator

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Rolling Returns

From 12/31/2000 to 03/28/2024, the worst annualized return of 3-year rolling returns is 1.28%.

From 12/31/2000 to 03/28/2024, the worst annualized return of 5-year rolling returns is 3.38%.

From 12/31/2000 to 03/28/2024, the worst annualized return of 10-year rolling returns is 4.42%.

Maximum Drawdown

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