P Floor and Ceiling 4 Percent On VFINX SMA 200d Portfolio
0.28%March 26 | MyPlanIQ portfolio symbol P_75633

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 12/31/1990 to 03/26/2024, the worst annualized return of 3-year rolling returns is -1.42%.

From 12/31/1990 to 03/26/2024, the worst annualized return of 5-year rolling returns is 3.15%.

From 12/31/1990 to 03/26/2024, the worst annualized return of 10-year rolling returns is 3.59%.

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