US Balance Style Rotation Portfolio SMA200
1.00%April 26 | MyPlanIQ portfolio symbol P_48020

Buy and Hold (Annually Rebalance)
USStocks P_48018 60%
Bonds VBMFX 40%
Simulated from 1/2/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 04/26/2024, the worst annualized return of 3-year rolling returns is -5.93%.

From 01/02/2001 to 04/26/2024, the worst annualized return of 5-year rolling returns is -1.15%.

From 01/02/2001 to 04/26/2024, the worst annualized return of 10-year rolling returns is 3.8%.