Global US Centric Stock Benchmark Portfolio
0.26%May 16 | MyPlanIQ portfolio symbol P_64817

Buy and Hold (Annually Rebalance)
USStocks VFINX 66%
EuropeStocks VEURX 17%
PacificStocks VPACX 17%

Simulated from 11/01/1990


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 11/01/1990 to 05/16/2024, the worst annualized return of 3-year rolling returns is -17.38%.

From 11/01/1990 to 05/16/2024, the worst annualized return of 5-year rolling returns is -5.43%.

From 11/01/1990 to 05/16/2024, the worst annualized return of 10-year rolling returns is -2.41%.

Maximum Drawdown