MyPlanIQ Core Five Assets
0.13%May 07 | MyPlanIQ portfolio symbol P_77001

Buy and Hold (Annually Rebalance)
USStocks VTSMX 36.0%
IntlStocks VGTSX 13.0%
EmStocks VEIEX 5%
REITs VGSIX 6.0%
Bonds VBMFX 40.0%

Simulated from 05/13/1996


Click here for comparison with other funds, portfolios or stocks

Historical Return Chart

Click here for interactive chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Rolling Returns

From 05/13/1996 to 05/07/2024, the worst annualized return of 3-year rolling returns is -3.2%.

From 05/13/1996 to 05/07/2024, the worst annualized return of 5-year rolling returns is 2.16%.

From 05/13/1996 to 05/07/2024, the worst annualized return of 10-year rolling returns is 3.09%.

Maximum Drawdown

Click here for more portfolio details and features ►