Tactical Conservative Portfolio 40 Percent Stocks
0.50%April 22 | MyPlanIQ portfolio symbol P_69819

Buy and Hold (Annually Rebalance)
Stocks P_61056 40%
Bonds P_46880 60%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 04/22/2024, the worst annualized return of 3-year rolling returns is 3.39%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 5-year rolling returns is 4.54%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 10-year rolling returns is 6.69%.