Global Equal Weight Stock Bond Benchmark Portfolio
0.64%March 27 | MyPlanIQ portfolio symbol P_64810

Buy and Hold (Annually Rebalance)
USStocks VFINX 22.4%
EuropeStocks VEURX 22.3%
PacificStocks VPACX 22.3%
USBonds VBMFX 33%

Simulated from 11/01/1990

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Rolling Returns

From 11/01/1990 to 03/27/2024, the worst annualized return of 3-year rolling returns is -7.75%.

From 11/01/1990 to 03/27/2024, the worst annualized return of 5-year rolling returns is 0.41%.

From 11/01/1990 to 03/27/2024, the worst annualized return of 10-year rolling returns is 2.15%.

Maximum Drawdown

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