Balanced Global Stocks and Bonds
0.69%April 26 | MyPlanIQ portfolio symbol P_58981

Buy and Hold (Annually Rebalance)
USStocks VFINX 25%
EuropeStocks VEURX 25%
AsiaStocks VPACX 25%
USBonds VBMFX 25%

Simulated from 11/01/1990

Historical Return Chart

Calculate Performance

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From 11/01/1990 to 04/26/2024, the worst annualized return of 3-year rolling returns is -9.84%.

From 11/01/1990 to 04/26/2024, the worst annualized return of 5-year rolling returns is -0.63%.

From 11/01/1990 to 04/26/2024, the worst annualized return of 10-year rolling returns is 1.5%.