Swensen Conservative Portfolio
0.44%April 25 | MyPlanIQ portfolio symbol P_67368

Buy and Hold (Annually Rebalance)
USStks VTSMX 16%
REIT VGSIX 10%
IntlStks VGTSX 7%
EmStks VEIEX 3%
TIPS VIPSX 32%
LBonds VUSTX 32%

Simulated from 07/18/2000


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/18/2000 to 04/25/2024, the worst annualized return of 3-year rolling returns is -3.65%.

From 07/18/2000 to 04/25/2024, the worst annualized return of 5-year rolling returns is 2.01%.

From 07/18/2000 to 04/25/2024, the worst annualized return of 10-year rolling returns is 3.32%.

Maximum Drawdown

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