Global Equal Weight Stock REITs Benchmark Portfolio
0.03%April 24 | MyPlanIQ portfolio symbol P_64815

Buy and Hold (Annually Rebalance)
USStocks VFINX 25%
USREITs VGSIX 25%
EuropeStocks VEURX 25%
PacificStocks VPACX 25%

Simulated from 07/01/1996

Historical Return Chart

Calculate Performance

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From 07/01/1996 to 04/24/2024, the worst annualized return of 3-year rolling returns is -14.48%.

From 07/01/1996 to 04/24/2024, the worst annualized return of 5-year rolling returns is -1.58%.

From 07/01/1996 to 04/24/2024, the worst annualized return of 10-year rolling returns is 0.09%.