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60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds
0.32%June 04 | MyPlanIQ portfolio symbol P_60163

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


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

Simulated from 01/02/2001

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Asset Allocation


Symbol Category/Sector Target Weight
P_60159
Six Core Asset ETFs Strategic Asset Allocation - Optimal Most Aggressive 		60%
P_46880
Schwab Total Return Bond 		40%


Historical Performance


60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds 4.93% 5.06% 5.24% 7.60% 7.22% 8.01% 6.90% 7.40%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.03% 14.20% 14.72% 15.60% 12.92% 14.19% 10.37% 8.56%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 5.23% 10.75% 8.37% 7.42% 6.31% 7.36% 6.07% 5.79%
Data as of 06/04/2025, AR inception is 01/02/2001

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60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds Historical Return Chart


Calculators


Dollar Cost Average Calculator for 60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds

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Retirement Spending Calculator for 60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds

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Rolling Returns


From 01/02/2001 to 06/04/2025, the worst annualized return of 3-year rolling returns for 60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds is -7.18%.
From 01/02/2001 to 06/04/2025, the worst annualized return of 5-year rolling returns for 60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds is -2.15%.
From 01/02/2001 to 06/04/2025, the worst annualized return of 10-year rolling returns for 60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds is 5.25%.
From 01/02/2001 to 06/04/2025, the worst annualized return of 20-year rolling returns for 60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds is 6.63%.

Maximum Drawdown

60 Percent Six Core Asset SAA 40 Percent Schwab Total Bonds Maximum Drawdown