Global Equal Weight Stock REITs Gold Benchmark Portfolio
0.06%May 01 | MyPlanIQ portfolio symbol P_64816

Buy and Hold (Annually Rebalance)
USStocks VFINX 20%
USREITs VGSIX 20%
EuropeStocks VEURX 20%
PacificStocks VPACX 20%
Gold GLD 20%

Simulated from 07/01/1996


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/01/1996 to 05/01/2024, the worst annualized return of 3-year rolling returns is -6.21%.

From 07/01/1996 to 05/01/2024, the worst annualized return of 5-year rolling returns is -0.66%.

From 07/01/1996 to 05/01/2024, the worst annualized return of 10-year rolling returns is 3.17%.

Maximum Drawdown

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