50 To 70 Percent AAC Balanced Portfolio
0.05%April 17 | MyPlanIQ portfolio symbol P_76127

Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
Tactical P_73834 70.0%

Simulated from 01/02/2001

Historical Return Chart

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From 01/02/2001 to 04/17/2024, the worst annualized return of 3-year rolling returns is -0.77%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 5-year rolling returns is 4.22%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 10-year rolling returns is 7.78%.