Risk Managed Global Stocks and Fidelity Total Return Bonds Moderate Portfolio
0.91%April 28 | MyPlanIQ portfolio symbol P_55097

Buy and Hold (Annually Rebalance)
GlobalStocks P_53770 60.0%
TotalBonds P_48596 40.0%

Simulated from 01/03/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/04/2001 to 04/28/2022, the worst annualized return of 3-year rolling returns is 2.22%.

From 01/04/2001 to 04/28/2022, the worst annualized return of 5-year rolling returns is 2.48%.

From 01/04/2001 to 04/28/2022, the worst annualized return of 10-year rolling returns is 5.48%.