60 Percent MyPlanIQ Diversified Core 40 Percent Schwab Total Bonds
0.36%April 23 | MyPlanIQ portfolio symbol P_52705

Buy and Hold (Annually Rebalance)
stocks P_51098 60%
bonds P_46880 40%

Simulated from 01/02/2001

Historical Return Chart

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From 01/02/2001 to 04/23/2024, the worst annualized return of 3-year rolling returns is 1.23%.

From 01/02/2001 to 04/23/2024, the worst annualized return of 5-year rolling returns is 1.21%.

From 01/02/2001 to 04/23/2024, the worst annualized return of 10-year rolling returns is 5.24%.