MyPlanIQ Core Two Assets0.14%May 07 | MyPlanIQ portfolio symbol P_77004 Buy and Hold (Monthly Rebalance)USStocks VTSMX 60%Bonds VBMFX 40.0%Simulated from 04/27/1992 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 04/27/1992 to 05/07/2024, the worst annualized return of 3-year rolling returns is -5.25%. From 04/27/1992 to 05/07/2024, the worst annualized return of 5-year rolling returns is 0.26%. From 04/27/1992 to 05/07/2024, the worst annualized return of 10-year rolling returns is 1.77%. Maximum Drawdown Click here for more portfolio details and features ►
