Value VTV and Momentum MTUM
0.61%April 26 | MyPlanIQ portfolio symbol P_73590

Buy and Hold (Annually Rebalance)
Value VTV 50%
Momentum MTUM 50%

Simulated from 04/19/2013

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 04/19/2013 to 04/26/2024, the worst annualized return of 3-year rolling returns is 5.89%.

From 04/19/2013 to 04/26/2024, the worst annualized return of 5-year rolling returns is 7.17%.

From 04/19/2013 to 04/26/2024, the worst annualized return of 10-year rolling returns is NA.