70 Percent Static Stock REIT Balanced Portfolio
0.66%April 22 | MyPlanIQ portfolio symbol P_76129

Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%

Stocks VFINX 47.0%

REIT VGSIX 23%

Simulated from 01/02/2001

Historical Return Chart

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From 01/02/2001 to 04/22/2024, the worst annualized return of 3-year rolling returns is -8.68%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 5-year rolling returns is -0.11%.

From 01/02/2001 to 04/22/2024, the worst annualized return of 10-year rolling returns is 7.63%.