Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio
0.39%May 01 | MyPlanIQ portfolio symbol P_54846

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


Buy and Hold (Annually Rebalance)
USStocks P_52486 60%
Bonds P_46880 40%

Simulated from 01/02/2001

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Asset Allocation


Symbol Category/Sector Target Weight
P_52486
P Momentum Scoring Style ETFs and Treasuries 		60%
P_46880
Schwab Total Return Bond 		40%


Historical Performance


The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 01/02/2001.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio -4.10% -1.51% 0.86% 5.49% 5.10% 5.75% 7.33% 7.82%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.37% 13.03% 12.04% 16.35% 12.16% 12.80% 10.20% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.21% 10.24% 6.96% 8.03% 5.81% 6.59% 6.00% 5.62%

Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio Return Calculator

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Calculators


Dollar Cost Average Calculator for Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio

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Retirement Spending Calculator for Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio

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Rolling Returns


From 01/02/2001 to 05/01/2025, the worst annualized return of 3-year rolling returns for Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio is -0.62%.

From 01/02/2001 to 05/01/2025, the worst annualized return of 5-year rolling returns for Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio is 3.47%.

From 01/02/2001 to 05/01/2025, the worst annualized return of 10-year rolling returns for Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio is 4.96%.


Maximum Drawdown

Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio Maximum Drawdown