Betterment Moderate Portfolio
0.13%April 17 | MyPlanIQ portfolio symbol P_47503

Buy and Hold (Quarterly Rebalance)
Equity P_47502 60%
InflationProtected TIP 20%
ShortTermTreasury SHY 20%
Simulated from 7/27/2007

Historical Return Chart

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From 07/27/2007 to 04/17/2024, the worst annualized return of 3-year rolling returns is 0.13%.

From 07/27/2007 to 04/17/2024, the worst annualized return of 5-year rolling returns is 2.21%.

From 07/27/2007 to 04/17/2024, the worst annualized return of 10-year rolling returns is 4.39%.