My Custom Benchmark Demo
0.97%May 02 | MyPlanIQ portfolio symbol P_53380

Buy and Hold (Annually Rebalance)
USStocks VTI 30%
IntlStocks VEA 10%
EmergingStocks VWO 8%
Bonds BND 52%

Simulated from 07/27/2007

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 07/27/2007 to 05/02/2024, the worst annualized return of 3-year rolling returns is 1.91%.

From 07/27/2007 to 05/02/2024, the worst annualized return of 5-year rolling returns is 3.56%.

From 07/27/2007 to 05/02/2024, the worst annualized return of 10-year rolling returns is 4.6%.