50 To 70 Percent Static Balanced Portfolio
1.08%April 15 | MyPlanIQ portfolio symbol P_69403

Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Stocks VFINX 70.0%

Simulated from 01/02/2001

Historical Return Chart

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From 01/02/2001 to 04/15/2024, the worst annualized return of 3-year rolling returns is -7.3%.

From 01/02/2001 to 04/15/2024, the worst annualized return of 5-year rolling returns is -0.5%.

From 01/02/2001 to 04/15/2024, the worst annualized return of 10-year rolling returns is 5.53%.