P SP Good Sector Equal Weight
0.31%April 24 | MyPlanIQ portfolio symbol P_75690

Buy and Hold (Annually Rebalance)
Healthcare XLV 25%
Technology XLK 25%
ConsumerStaples XLP 25%
REITs IYR 25%

Simulated from 06/19/2000

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

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From 06/19/2000 to 04/24/2024, the worst annualized return of 3-year rolling returns is -9.73%.

From 06/19/2000 to 04/24/2024, the worst annualized return of 5-year rolling returns is -1.77%.

From 06/19/2000 to 04/24/2024, the worst annualized return of 10-year rolling returns is 3.59%.