Five Core Asset Equal Weight Tactical
0.62%April 26 | MyPlanIQ portfolio symbol P_66696

Buy and Hold (Tactical 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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From 05/13/1996 to 04/26/2024, the worst annualized return of 3-year rolling returns is -6.05%.

From 05/13/1996 to 04/26/2024, the worst annualized return of 5-year rolling returns is 0.94%.

From 05/13/1996 to 04/26/2024, the worst annualized return of 10-year rolling returns is 3.78%.