Morningstar Ibbotson Balanced ETF Portfolio
0.60%April 26 | MyPlanIQ portfolio symbol P_38232

This portfolio is based on Morningstar Ibbotson's ETF Target Allocation

Buy and Hold (Quarterly Reblance)
LargeCapGrowth    VUG    1000.0
LargeCapValue    VTV    1000.0
MidCapGrowth    VOT    500.0
MidCapValue    VOE    500.0
SmallCapGrowth    VBK    350.0
SmallCapValue    VBR    350.0
DomesticREIT    VNQ    300.0
International    VEU    1000.0000000000001
InternatioanlSmall    SCZ    300.0
EmergingMarkets    VWO    400.0
Commodities    DJP    300.0
CoreBonds    BND    2100.0
Short-Term-Bonds    BSV    800.0
TIPS    TIP    500.0
HighYield    JNK    400.0
CASH    CASH    200.0
Simulated from 4/11/2007

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 01/29/2008 to 04/26/2024, the worst annualized return of 3-year rolling returns is 1.58%.

From 01/29/2008 to 04/26/2024, the worst annualized return of 5-year rolling returns is 4.4%.

From 01/29/2008 to 04/26/2024, the worst annualized return of 10-year rolling returns is 5.7%.

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