Cash Or Short Term Bond Ladder 5 Years Aggressive
0.19%December 30 | MyPlanIQ portfolio symbol P_46405

Buy and Hold (Annually Rebalance)
Rung1 BSJD 20%
Rung2 BSJE 20%
Rung3 BSJF 20%
Rung4 BSJG 20%
Rung5 BSJH 20%
Simulated from 5/15/2012


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)

Rolling Returns

From 05/15/2012 to 12/30/2015, the worst annualized return of 3-year rolling returns is 9.48%.

From 05/15/2012 to 12/30/2015, the worst annualized return of 5-year rolling returns is NA.

From 05/15/2012 to 12/30/2015, the worst annualized return of 10-year rolling returns is NA.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account