MyPlanIQ Core Six Assets
0.12%May 07 | MyPlanIQ portfolio symbol P_77003

Buy and Hold (Annually Rebalance)
USStocks VTSMX 30.0%
USSmallStocks NAESX 6%
IntlStocks VGTSX 13.0%
EmStocks VEIEX 5%
REITs VGSIX 6.0%
Bonds VBMFX 40.0%

Simulated from 05/13/1996


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 05/13/1996 to 05/07/2024, the worst annualized return of 3-year rolling returns is -3.28%.

From 05/13/1996 to 05/07/2024, the worst annualized return of 5-year rolling returns is 1.79%.

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

Maximum Drawdown

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