High Yield Bond Surrogate
0.65%May 03 | MyPlanIQ portfolio symbol P_64408

Buy and Hold (Annually Rebalance)
Stocks NAESX 30%
Treasury VFITX 70%

Simulated from 06/21/1996

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 06/21/1996 to 05/03/2024, the worst annualized return of 3-year rolling returns is -0.97%.

From 06/21/1996 to 05/03/2024, the worst annualized return of 5-year rolling returns is 1.67%.

From 06/21/1996 to 05/03/2024, the worst annualized return of 10-year rolling returns is 3.41%.