Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio
0.08%April 24 | MyPlanIQ portfolio symbol P_54846

Buy and Hold (Annually Rebalance)
USStocks P_52486 60%
Bonds P_46880 40%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

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From 01/02/2001 to 04/24/2024, the worst annualized return of 3-year rolling returns is 2.91%.

From 01/02/2001 to 04/24/2024, the worst annualized return of 5-year rolling returns is 4.38%.

From 01/02/2001 to 04/24/2024, the worst annualized return of 10-year rolling returns is 7.26%.