TAA Equity And Bond Manager Of The Year
1.17%April 30 | MyPlanIQ portfolio symbol P_41434

Buy and Hold (Annually Reblance)
Equity P_41433 60%
Bonds P_5522 40%
Simulated from 1/2/2001

Historical Return Chart

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From 01/02/2001 to 04/30/2024, the worst annualized return of 3-year rolling returns is -2.32%.

From 01/02/2001 to 04/30/2024, the worst annualized return of 5-year rolling returns is -0.44%.

From 01/02/2001 to 04/30/2024, the worst annualized return of 10-year rolling returns is 4.37%.