35 Stocks 65 Long Treasury Bonds
0.45%April 24 | MyPlanIQ portfolio symbol P_63999

Buy and Hold (Annually Rebalance)
Stocks VFINX 35%
TBonds VUSTX 65%

Simulated from 12/15/1989

Historical Return Chart

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Start date (MM/dd/yyyy)

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From 12/15/1989 to 04/24/2024, the worst annualized return of 3-year rolling returns is -8.75%.

From 12/15/1989 to 04/24/2024, the worst annualized return of 5-year rolling returns is 1.17%.

From 12/15/1989 to 04/24/2024, the worst annualized return of 10-year rolling returns is 3.97%.