My 60 TAA Stocks 40 Total Return Bond Portfolio
0.28%November 08 | MyPlanIQ portfolio symbol P_48883

Buy and Hold (Annually Rebalance)
Stocks P_51098 60%
Bonds P_48596 40%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 11/08/2023, the worst annualized return of 3-year rolling returns is 1.21%.

From 01/02/2001 to 11/08/2023, the worst annualized return of 5-year rolling returns is 3.94%.

From 01/02/2001 to 11/08/2023, the worst annualized return of 10-year rolling returns is 6.65%.