20 Stocks 80 Long Treasury Bonds0.14%May 16 | MyPlanIQ portfolio symbol P_63997 Buy and Hold (Annually Rebalance)Stocks VFINX 20%TBonds VUSTX 80%Simulated from 12/15/1989 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 12/15/1989 to 05/16/2024, the worst annualized return of 3-year rolling returns is -11.16%. From 12/15/1989 to 05/16/2024, the worst annualized return of 5-year rolling returns is -0.4%. From 12/15/1989 to 05/16/2024, the worst annualized return of 10-year rolling returns is 2%. Maximum Drawdown Click here for more portfolio details and features ►