Betterment All Equity Portfolio
1.04%May 23 | MyPlanIQ portfolio symbol P_47502

Buy and Hold (Quarterly Rebalance)
USStock VTI 25%
ValueStock IVE 25%
MidcapValue IWS 8%
SmallValue IWN 7%
EuropePacific VEA 25%
EmergingMkt VWO 10%
Simulated from 7/27/2007


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/27/2007 to 05/23/2024, the worst annualized return of 3-year rolling returns is -8.76%.

From 07/27/2007 to 05/23/2024, the worst annualized return of 5-year rolling returns is -1.91%.

From 07/27/2007 to 05/23/2024, the worst annualized return of 10-year rolling returns is 4.89%.

Maximum Drawdown

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