P Relative Strength Trend Following Five Assets Dividend Stocks
0.37%April 26 | MyPlanIQ portfolio symbol P_44536

U.S. stocks: VDIGX
European stocks: Vanguard European (VEURX), inception: 11/1/1990
Pacific stocks: Vanguard Pacific (VPACX), inception: 11/1/1990
US REITs: Vanguard REITs (VGSIX), inception: 6/28/1996
US Bonds: Vanguard Total Bond Index (VBMFX), inception: 6/4/1990
CASH: calculated using 3 month T-Bill interest.&nbsp;

Inception date: 12/31/1997.

Funds used in this portfolio:

Historical Return Chart

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From 12/31/1997 to 04/26/2024, the worst annualized return of 3-year rolling returns is 0.05%.

From 12/31/1997 to 04/26/2024, the worst annualized return of 5-year rolling returns is -0.28%.

From 12/31/1997 to 04/26/2024, the worst annualized return of 10-year rolling returns is 4.34%.