FolioInvesting Total Return Bond
0.38%April 25 | MyPlanIQ portfolio symbol P_46906

This portfolio is for fixed income investments in FolioInvesting. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds used in this portfolio:

Asset ClassTickerDescriptionRating
FIXED INCOME
Intermediate-Term BondDLTNXDoubleLine Total Return Bond N
Intermediate-Term BondTGMNXTCW Total Return Bond N
Intermediate-Term BondMWTRXMetropolitan West Total Return Bond M
Multisector BondPONDXPIMCO Income D
Intermediate-Term BondDODIXDodge & Cox Income
Multisector BondLSBRXLoomis Sayles Bond Retail
Intermediate-Term BondPBDDXPIMCO Investment Grade Corp Bd D
Intermediate-Term BondPTTDXPIMCO Total Return D


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Rolling Returns

From 12/31/2000 to 04/25/2024, the worst annualized return of 3-year rolling returns is 1.33%.

From 12/31/2000 to 04/25/2024, the worst annualized return of 5-year rolling returns is 3.38%.

From 12/31/2000 to 04/25/2024, the worst annualized return of 10-year rolling returns is 4.52%.

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