P Floor and Ceiling 4 Percent On Utility Sector Fund With Timing
2.58%March 27 | MyPlanIQ portfolio symbol P_75093

This portfolio assumes annual withdrawal rate 4% with floor 3.6% and ceiling 5%, rising with CPI inflation rate annually. See Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage for more detailed description on this retirement income safe withdrawal strategy. 

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Rolling Returns

From 01/03/2001 to 03/27/2024, the worst annualized return of 3-year rolling returns is -0.22%.

From 01/03/2001 to 03/27/2024, the worst annualized return of 5-year rolling returns is 4.91%.

From 01/03/2001 to 03/27/2024, the worst annualized return of 10-year rolling returns is 6.15%.

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