Israelsen 7Twelve Portfolio
0.13%May 07 | MyPlanIQ portfolio symbol P_76648

Buy and Hold (Annually Rebalance)
USLargeCap VV 8.37%
USMidCap IJH 8.33%
USSmallCap VIOO 8.33%
REITs VNQ 8.33%
IntlStocks VEA 8.33%
EmStocks VWO 8.33%
Commodities DBC 8.33%
Gold GLD 8.33%
USBond BND 8.33%
Cash CASH 8.33%
InflationProtectedBonds VTIP 8.33%
NonUSBonds BNDX 8.33%

Simulated from 06/04/2013


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 06/04/2013 to 05/07/2024, the worst annualized return of 3-year rolling returns is 1.92%.

From 06/04/2013 to 05/07/2024, the worst annualized return of 5-year rolling returns is 2%.

From 06/04/2013 to 05/07/2024, the worst annualized return of 10-year rolling returns is NA.

Maximum Drawdown

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