Global Equal Weight Stock Bond REITs Benchmark Portfolio
0.91%March 27 | MyPlanIQ portfolio symbol P_64812

Buy and Hold (Annually Rebalance)
USStocks VFINX 16.75%
USREITs VGSIX 16.75%
EuropeStocks VEURX 16.75%
PacificStocks VPACX 16.75%
USBonds VBMFX 33%

Simulated from 07/01/1996

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Rolling Returns

From 07/01/1996 to 03/27/2024, the worst annualized return of 3-year rolling returns is -6.31%.

From 07/01/1996 to 03/27/2024, the worst annualized return of 5-year rolling returns is 1.98%.

From 07/01/1996 to 03/27/2024, the worst annualized return of 10-year rolling returns is 2.84%.

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