P Large and Small Cap Stocks Switch
1.32%June 14 | 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.

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From 01/01/1992 to 06/14/2024, the worst annualized return of 3-year rolling returns is -16.45%.

From 01/01/1992 to 06/14/2024, the worst annualized return of 5-year rolling returns is -5.16%.

From 01/01/1992 to 06/14/2024, the worst annualized return of 10-year rolling returns is 0%.