Schwab Muni Bond Funds
0.07%March 27 | MyPlanIQ portfolio symbol P_67109

This portfolio is for tax free (exempt) investments in Schwab. It invests in a no load no transaction fee municipal bond fund and rebalances every quarter. Please see the following newsletter for more detailed description:

April 25, 2016: Tax Free Municipal Bond Funds & Portfolios

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Rolling Returns

From 03/01/2002 to 03/27/2024, the worst annualized return of 3-year rolling returns is -1.98%.

From 03/01/2002 to 03/27/2024, the worst annualized return of 5-year rolling returns is 0.52%.

From 03/01/2002 to 03/27/2024, the worst annualized return of 10-year rolling returns is 2.51%.

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