50 Stocks 50 Long Treasury Bonds
0.70%April 23 | MyPlanIQ portfolio symbol P_63998

Buy and Hold (Annually Rebalance)
Stocks VFINX 50%
TBonds VUSTX 50%

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 04/23/2024, the worst annualized return of 3-year rolling returns is -4.52%.

From 12/15/1989 to 04/23/2024, the worst annualized return of 5-year rolling returns is 3%.

From 12/15/1989 to 04/23/2024, the worst annualized return of 10-year rolling returns is 3.78%.