MyPlanIQ Core Three Assets0.11%May 07 | MyPlanIQ portfolio symbol P_77002 Buy and Hold (Annually Rebalance)USStocks VTSMX 42.0%IntlStocks VGTSX 18.0%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) calculate result (Annualized) Rolling Returns From 05/13/1996 to 05/07/2024, the worst annualized return of 3-year rolling returns is -4.47%. From 05/13/1996 to 05/07/2024, the worst annualized return of 5-year rolling returns is 2.08%. From 05/13/1996 to 05/07/2024, the worst annualized return of 10-year rolling returns is 2.51%. Maximum Drawdown Click here for more portfolio details and features ►