Conservative Core Satellite
0.55%March 27 | MyPlanIQ portfolio symbol P_72853

Buy and Hold (Annually Rebalance)
Conservative-Static P_68733 50%
Balanced-Active P_69402 50%

Simulated from 01/02/2001

Return Calculator

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Rolling Returns

From 01/02/2001 to 03/27/2024, the worst annualized return of 3-year rolling returns is 4.31%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 5-year rolling returns is 5.32%.

From 01/02/2001 to 03/27/2024, the worst annualized return of 10-year rolling returns is 7.47%.

Maximum Drawdown

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