60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds
0.64%April 22 | MyPlanIQ portfolio symbol P_60163

Buy and Hold (Annually Rebalance)
stocks P_60159 60%
bonds P_46880 40%

Simulated from 01/02/2001

Historical Return Chart

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Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 04/22/2024, the worst annualized return of 3-year rolling returns is -5.72%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 5-year rolling returns is 0.49%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 10-year rolling returns is 5.96%.