FundAdvice Paul Merriman Ultimate Buy and Hold All Stocks
0.15%May 07 | MyPlanIQ portfolio symbol P_76678

Buy and Hold (Annually Rebalance)
USLargeCapStocks VTI 10%
USLargeCapValue VTV 10%
USSmallCap IJR 10%
USSmallCapValue IJS 10%
DevelopedMktStocks VEA 10%
ForeignValue EFV 10%
ForeignSmallCap SCZ 10%
ForeignSmallCapValue DLS 10%
EmergingMktStocks VWO 10%
REITs VNQ 10%

Simulated from 12/12/2007


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/12/2007 to 05/07/2024, the worst annualized return of 3-year rolling returns is -3.24%.

From 12/12/2007 to 05/07/2024, the worst annualized return of 5-year rolling returns is 1.76%.

From 12/12/2007 to 05/07/2024, the worst annualized return of 10-year rolling returns is 5.8%.

Maximum Drawdown

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