20 Stocks 80 Long Treasury Bonds
0.58%April 24 | MyPlanIQ portfolio symbol P_63997

Buy and Hold (Annually Rebalance)
Stocks VFINX 20%
TBonds VUSTX 80%

Simulated from 12/15/1989

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 12/15/1989 to 04/24/2024, the worst annualized return of 3-year rolling returns is -12.89%.

From 12/15/1989 to 04/24/2024, the worst annualized return of 5-year rolling returns is -1.16%.

From 12/15/1989 to 04/24/2024, the worst annualized return of 10-year rolling returns is 1.67%.