Schwab Managed ETF Portfolios Balanced with Growth
0.46%December 31 | MyPlanIQ portfolio symbol P_38223

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Buy and Hold (Quarterly Reblance)
US_large-cap_stocks SCHX 22%
US_small-cap_stocks SCHA 6%
US_micro-cap_stocks IWC 1%
Intl_developed-market_large-cap_stocks SWISX 17%
Intl_developed-market_small-cap_stocks SCHC 3%
Intl_emerging-market_stocks SCHE 5%
Real_estate SCHH 5%
Energy DBE 2%
Agriculture DBA 2%
Precious_metals DBP 1%
Industrial_metals DBB 1%
Inflation-protected_bonds SCHP 2%
Treasury _bonds SWGSX 9%
Agency_bonds AGZ 2%
Corporate_bonds VCIT 4%
Securitized_bonds VMBS 11%
Intl_developed-market_bonds BWX 1%
High-yield_bonds VWEHX 1%
Cash Cash 5%
Simulated from 1/13/2011

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Rolling Returns

From 01/13/2011 to 12/31/2018, the worst annualized return of 3-year rolling returns is 3.92%.

From 01/13/2011 to 12/31/2018, the worst annualized return of 5-year rolling returns is 4.75%.

From 01/13/2011 to 12/31/2018, the worst annualized return of 10-year rolling returns is NA.

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