STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash
0.02%April 24 | MyPlanIQ portfolio symbol P_67233

This portfolio uses a total return bond fund portfolio P_46880 (Schwab Total Return Bond) as cash instead. See May 9, 2016: Boost Your Dull Summer Investments for details. For a longer history portfolio that uses standard cash, see STS Seasonal Timing Using VFINX.


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Rolling Returns

From 01/02/2001 to 04/24/2024, the worst annualized return of 3-year rolling returns is -2.34%.

From 01/02/2001 to 04/24/2024, the worst annualized return of 5-year rolling returns is 3.23%.

From 01/02/2001 to 04/24/2024, the worst annualized return of 10-year rolling returns is 9.64%.

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