My Alternative Hedge Fund
0.07%April 22 | MyPlanIQ portfolio symbol P_52706

Buy and Hold (Annually Rebalance)
stocks P_51098 42%
bonds P_46880 28%
balanced PRWCX 10%
permanent P_17551 10%
risk_parity ABRRX 5%
conservative BERIX 5%

Simulated from 06/05/2009

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 06/05/2009 to 04/22/2024, the worst annualized return of 3-year rolling returns is 3.13%.

From 06/05/2009 to 04/22/2024, the worst annualized return of 5-year rolling returns is 2.55%.

From 06/05/2009 to 04/22/2024, the worst annualized return of 10-year rolling returns is 5.96%.

Maximum Drawdown

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