Global Equal Weight Stock Benchmark Portfolio
1.09%April 23 | MyPlanIQ portfolio symbol P_64814

Buy and Hold (Annually Rebalance)
USStocks VFINX 33.4%
EuropeStocks VEURX 33.3%
PacificStocks VPACX 33.3%

Simulated from 11/01/1990

Historical Return Chart

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Start date (MM/dd/yyyy)

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From 11/01/1990 to 04/23/2024, the worst annualized return of 3-year rolling returns is -16.4%.

From 11/01/1990 to 04/23/2024, the worst annualized return of 5-year rolling returns is -4.06%.

From 11/01/1990 to 04/23/2024, the worst annualized return of 10-year rolling returns is -0.9%.