TDAmeritrade Conservative Total Return Dividend Portfolio
0.37%April 23 | MyPlanIQ portfolio symbol P_68735

Buy and Hold (Annually Rebalance)
USStocks VDIGX 20%
REITs VGSIX 10%
TotalReturnBond P_46899 70%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

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From 01/02/2001 to 04/23/2024, the worst annualized return of 3-year rolling returns is -0.31%.

From 01/02/2001 to 04/23/2024, the worst annualized return of 5-year rolling returns is 2.45%.

From 01/02/2001 to 04/23/2024, the worst annualized return of 10-year rolling returns is 4.61%.