Global Equal Weight Stock Bond REITs Gold Benchmark Portfolio
0.25%April 22 | MyPlanIQ portfolio symbol P_64813

Buy and Hold (Annually Rebalance)
USStocks VFINX 13.4%
USREITs VGSIX 13.4%
EuropeStocks VEURX 13.4%
PacificStocks VPACX 13.4%
Gold GLD 13.4%
USBonds VBMFX 33%

Simulated from 07/01/1996


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/01/1996 to 04/22/2024, the worst annualized return of 3-year rolling returns is -0.92%.

From 07/01/1996 to 04/22/2024, the worst annualized return of 5-year rolling returns is 2.32%.

From 07/01/1996 to 04/22/2024, the worst annualized return of 10-year rolling returns is 4.27%.

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