William Bernstein Cowards
0.06%May 07 | MyPlanIQ portfolio symbol P_76468

Buy and Hold (Annually Rebalance)
US Stocks VTI 15%
Large Val VTV 10%
Small Blend VB 5%
Small Value VBR 10%
Europe VGK 5%
Pacific VPL 5%
Em Stocks VWO 5%
REIT VNQ 5%
Short Term Bond BSV 40%

Simulated from 04/10/2007


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 04/10/2007 to 05/07/2024, the worst annualized return of 3-year rolling returns is -2.48%.

From 04/10/2007 to 05/07/2024, the worst annualized return of 5-year rolling returns is 1.83%.

From 04/10/2007 to 05/07/2024, the worst annualized return of 10-year rolling returns is 4.84%.

Maximum Drawdown

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