Stock ETFs And Bond Mutual Funds Moderate Schwab
0.02%April 17 | MyPlanIQ portfolio symbol P_73887

Buy and Hold (Annually Rebalance)
Stocks P_74945 60%
Bonds P_73808 40%

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 04/17/2024, the worst annualized return of 3-year rolling returns is -0.03%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 5-year rolling returns is 1.97%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 10-year rolling returns is 6.25%.