Tactical Conservative Portfolio 50 Percent Stocks
0.42%April 25 | MyPlanIQ portfolio symbol P_69820

Buy and Hold (Annually Rebalance)
Stocks P_61056 50%
Bonds P_46880 50%

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 04/25/2024, the worst annualized return of 3-year rolling returns is 3.72%.

From 01/02/2001 to 04/25/2024, the worst annualized return of 5-year rolling returns is 4.6%.

From 01/02/2001 to 04/25/2024, the worst annualized return of 10-year rolling returns is 7.23%.