P Large and Small Cap Stocks Switch
0.94%May 03 | MyPlanIQ portfolio symbol P_66838

Annual switch between VFINX (Vanguard 500 Large Stock Index) and NAESX (Vanguard Small Cap Index) based on previous year's performance.

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/01/1992 to 05/03/2024, the worst annualized return of 3-year rolling returns is -13.08%.

From 01/01/1992 to 05/03/2024, the worst annualized return of 5-year rolling returns is -2.16%.

From 01/01/1992 to 05/03/2024, the worst annualized return of 10-year rolling returns is 1.32%.