Risk Managed US Stocks and Schwab Total Return Bonds Moderate Portfolio0.17%May 16 | MyPlanIQ portfolio symbol P_54846 Buy and Hold (Annually Rebalance)USStocks P_52486 60%Bonds P_46880 40%Simulated from 01/02/2001 Click here for comparison with other funds, portfolios or stocks Historical Return Chart Click here for interactive chart Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Rolling Returns From 01/02/2001 to 05/16/2024, the worst annualized return of 3-year rolling returns is -0.62%. From 01/02/2001 to 05/16/2024, the worst annualized return of 5-year rolling returns is 3.47%. From 01/02/2001 to 05/16/2024, the worst annualized return of 10-year rolling returns is 5.28%. Maximum Drawdown Click here for more portfolio details and features ►
