My Simple Alternative Hedge Fund
0.09%April 18 | MyPlanIQ portfolio symbol P_67369

Buy and Hold (Annually Rebalance)
P_51098 (MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Most Aggressive) 42%
P_46880 (Schwab Total Return Bond) 28%
VWINX (Vanguard Wellesley Income Inv) 15%
P_17551 (Harry Browne Permanent Portfolio) 10%
BERIX (Berwyn Income) 5%

See another portfolio My Alternative Hedge Fund that uses PRWCX (T. Rowe Price Capital Appreciation) and BERIX (Berwyn Income) instead of VWINX. 


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 01/02/2001 to 04/18/2024, the worst annualized return of 3-year rolling returns is 2.31%.

From 01/02/2001 to 04/18/2024, the worst annualized return of 5-year rolling returns is 2.15%.

From 01/02/2001 to 04/18/2024, the worst annualized return of 10-year rolling returns is 5.18%.

Maximum Drawdown

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