Tactical Conservative Portfolio 30 Percent Stocks
0.05%April 17 | MyPlanIQ portfolio symbol P_69808

Buy and Hold (Annually Rebalance)
Stocks P_61056 30%
Bonds P_46880 70%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

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From 01/02/2001 to 04/17/2024, the worst annualized return of 3-year rolling returns is 3.03%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 5-year rolling returns is 4.48%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 10-year rolling returns is 6.14%.