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High Yield Bond Surrogate
0.24%June 04 | MyPlanIQ portfolio symbol P_64408

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

Portfolio Overview


Buy and Hold (Annually Rebalance)
Stocks NAESX 30%
Treasury VFITX 70%

Simulated from 06/21/1996


Asset Allocation


Symbol Category/Sector Target Weight
NAESX
VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES
US Equity 30%
VFITX
VANGUARD INTERMEDIATE-TERM TREASURY FUND INVESTOR SHARES
Fixed Income 70%


Historical Performance


High Yield Bond Surrogate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
High Yield Bond Surrogate -0.47% 5.09% 3.56% 3.24% 3.50% 4.87% 5.02% 6.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.03% 14.20% 14.72% 15.60% 12.92% 14.19% 10.37% 10.10%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 5.23% 10.75% 8.37% 7.42% 6.31% 7.36% 6.07% 7.05%
Data as of 06/04/2025, AR inception is 06/21/1996

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High Yield Bond Surrogate Historical Return Chart


Calculators


Dollar Cost Average Calculator for High Yield Bond Surrogate

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Retirement Spending Calculator for High Yield Bond Surrogate

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Rolling Returns


From 06/21/1996 to 06/04/2025, the worst annualized return of 3-year rolling returns for High Yield Bond Surrogate is -1.92%.
From 06/21/1996 to 06/04/2025, the worst annualized return of 5-year rolling returns for High Yield Bond Surrogate is 1.62%.
From 06/21/1996 to 06/04/2025, the worst annualized return of 10-year rolling returns for High Yield Bond Surrogate is 2.53%.
From 06/21/1996 to 06/04/2025, the worst annualized return of 20-year rolling returns for High Yield Bond Surrogate is 4.74%.

Maximum Drawdown

High Yield Bond Surrogate Maximum Drawdown