Permanent Income Portfolio with Long TIPS
0.74%March 27 | MyPlanIQ portfolio symbol P_67462

Buy and Hold (Annually Rebalance)
Dividend-Stocks VDIGX 12.5%
REITs VGSIX 12.5%
TIPS LTPZ 25%
Long-Treasury-Bonds VUSTX 12.5%
Long-Corp-Bonds VWESX 12.5%
Short-Term-Bonds VFSTX 25%

Simulated from 09/09/2009

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Rolling Returns

From 09/09/2009 to 03/27/2024, the worst annualized return of 3-year rolling returns is -5.92%.

From 09/09/2009 to 03/27/2024, the worst annualized return of 5-year rolling returns is 1.22%.

From 09/09/2009 to 03/27/2024, the worst annualized return of 10-year rolling returns is 2.54%.

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