50 To 70 Percent Tactical Balanced Portfolio
0.67%March 27 | MyPlanIQ portfolio symbol P_69402

Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Tactical P_61056 70.0%

Simulated from 01/02/2001

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Rolling Returns

From 01/02/2001 to 03/27/2024, the worst annualized return of 3-year rolling returns is 4.98%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 5-year rolling returns is 5.4%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 10-year rolling returns is 8.7%.

Maximum Drawdown

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