Global US Centric Stock Bond Benchmark Portfolio
0.71%March 27 | MyPlanIQ portfolio symbol P_64811

Buy and Hold (Annually Rebalance)
USStocks VFINX 45%
EuropeStocks VEURX 14%
PacificStocks VPACX 8%
USBonds VBMFX 33%

Simulated from 11/01/1990

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Click here for interactive chart

Click here for comparison with other funds, portfolios or stocks

Rolling Returns

From 11/01/1990 to 03/27/2024, the worst annualized return of 3-year rolling returns is -6.73%.

From 11/01/1990 to 03/27/2024, the worst annualized return of 5-year rolling returns is 0.83%.

From 11/01/1990 to 03/27/2024, the worst annualized return of 10-year rolling returns is 1.55%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account