P Floor and Ceiling 4 Percent On VFINX
0.22%April 18 | MyPlanIQ portfolio symbol P_47552

This portfolio assumes annual withdrawal rate 4% with floor 3.6% and ceiling 5%, rising with CPI inflation rate annually. See Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage for more detailed description on this retirement income safe withdrawal strategy. 


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Rolling Returns

From 12/31/1990 to 04/18/2024, the worst annualized return of 3-year rolling returns is -16.42%.

From 12/31/1990 to 04/18/2024, the worst annualized return of 5-year rolling returns is -7.14%.

From 12/31/1990 to 04/18/2024, the worst annualized return of 10-year rolling returns is -4.81%.

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