50 To 70 Percent Static Balanced Portfolio0.93%May 06 | MyPlanIQ portfolio symbol P_69403 Buy and Hold (Annually Rebalance)Bonds P_46880 30.0%Stocks VFINX 70.0%Simulated from 01/02/2001 Click here for comparison with other funds, portfolios or stocks Historical Return Chart Click here for interactive chart Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Rolling Returns From 01/02/2001 to 05/06/2024, the worst annualized return of 3-year rolling returns is -7.3%. From 01/02/2001 to 05/06/2024, the worst annualized return of 5-year rolling returns is -0.5%. From 01/02/2001 to 05/06/2024, the worst annualized return of 10-year rolling returns is 5.53%. Maximum Drawdown Click here for more portfolio details and features ►