35 Stocks 65 Long Treasury Bonds0.15%May 16 | MyPlanIQ portfolio symbol P_63999 Buy and Hold (Annually Rebalance)Stocks VFINX 35%TBonds VUSTX 65%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 -7.26%. From 12/15/1989 to 05/16/2024, the worst annualized return of 5-year rolling returns is 1.54%. From 12/15/1989 to 05/16/2024, the worst annualized return of 10-year rolling returns is 3.73%. Maximum Drawdown Click here for more portfolio details and features ►
