MyPlanIQ Core Four Assets
0.15%May 07 | MyPlanIQ portfolio symbol P_77000

Buy and Hold (Annually Rebalance)
USStocks VTSMX 36.0%
IntlStocks VGTSX 18.0%
REITs VGSIX 6.0%
Bonds VBMFX 40.0%

Simulated from 05/13/1996

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From 05/13/1996 to 05/07/2024, the worst annualized return of 3-year rolling returns is -3.74%.

From 05/13/1996 to 05/07/2024, the worst annualized return of 5-year rolling returns is 2.19%.

From 05/13/1996 to 05/07/2024, the worst annualized return of 10-year rolling returns is 2.68%.