50 Stocks 50 Long Treasury Bonds
0.16%May 16 | MyPlanIQ portfolio symbol P_63998

Buy and Hold (Annually Rebalance)
Stocks VFINX 50%
TBonds VUSTX 50%

Simulated from 12/15/1989

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From 12/15/1989 to 05/16/2024, the worst annualized return of 3-year rolling returns is -3.33%.

From 12/15/1989 to 05/16/2024, the worst annualized return of 5-year rolling returns is 0.83%.

From 12/15/1989 to 05/16/2024, the worst annualized return of 10-year rolling returns is 2.73%.