Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate Composite
0.77%March 27 | MyPlanIQ portfolio symbol P_64737

Buy and Hold (Annually Rebalance)
stocks P_57025 60%
bonds P_46880 40%

Simulated from 01/02/2001

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Rolling Returns

From 01/02/2001 to 03/27/2024, the worst annualized return of 3-year rolling returns is -5.53%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 5-year rolling returns is 0.97%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 10-year rolling returns is 6.7%.

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