Scott Burn`s AssetBuilder DFA Model Portfolio 09
0.04%May 07 | MyPlanIQ portfolio symbol P_37157

This is Scott Burn's AssetBuilder Model Portfolio 09. Refer to Scott Burn`s AssetBuilder DFA Model Portfolios Plan to compare with the two moderate model portfolios.

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From 02/10/2009 to 05/07/2024, the worst annualized return of 3-year rolling returns is -3.46%.

From 02/10/2009 to 05/07/2024, the worst annualized return of 5-year rolling returns is -2.41%.

From 02/10/2009 to 05/07/2024, the worst annualized return of 10-year rolling returns is 2.26%.