Wealthfront Portfolio
0.02%November 08 | MyPlanIQ portfolio symbol P_56459

Buy and Hold (Monthly Rebalance)
Asset1 VTI 20%
Asset2 VEA 17%
Asset3 VWO 14%
Asset4 VIG 15%
Asset6 VNQ 13%
Asset7 LQD 13%
Asset EMB 8%

Simulated from 12/20/2007


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/20/2007 to 11/08/2023, the worst annualized return of 3-year rolling returns is 0.99%.

From 12/20/2007 to 11/08/2023, the worst annualized return of 5-year rolling returns is 4.13%.

From 12/20/2007 to 11/08/2023, the worst annualized return of 10-year rolling returns is 6.36%.

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