Vanguard Conservative Total Return Dividend Portfolio
0.44%March 27 | MyPlanIQ portfolio symbol P_68739

Buy and Hold (Annually Rebalance)
USStocks VDIGX 20%
REITs VGSIX 10%
TotalReturnBond P_65469 70%

Simulated from 01/02/2001

Return Calculator

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Rolling Returns

From 01/02/2001 to 03/27/2024, the worst annualized return of 3-year rolling returns is -0.24%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 5-year rolling returns is 3.51%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 10-year rolling returns is 5.3%.

Maximum Drawdown

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