MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Moderate Composite
0.45%April 22 | MyPlanIQ portfolio symbol P_64736

Buy and Hold (Monthly Rebalance)
stocks P_64735 60%
bonds P_46880 40%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 04/22/2024, the worst annualized return of 3-year rolling returns is -5.78%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 5-year rolling returns is 1.09%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 10-year rolling returns is 5.06%.