Five Core Asset Equal Weight
1.30%April 30 | MyPlanIQ portfolio symbol P_66695

Buy and Hold (Annually Rebalance)
USStk VFINX 20%
IntlStk VGTSX 20%
REITs VGSIX 20%
EmStk VEIEX 20%
Bonds VBMFX 20%

Simulated from 05/13/1996

Historical Return Chart

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Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 05/13/1996 to 04/30/2024, the worst annualized return of 3-year rolling returns is -6.84%.

From 05/13/1996 to 04/30/2024, the worst annualized return of 5-year rolling returns is 0.19%.

From 05/13/1996 to 04/30/2024, the worst annualized return of 10-year rolling returns is 3.16%.