Conservative Total Return Bonds REITs Stocks
0.02%May 10 | MyPlanIQ portfolio symbol P_66974

Buy and Hold (Annually Rebalance)
USStocks VFINX 20%
REITs VGSIX 10%
TotalReturnBond P_46880 70%

Simulated from 01/02/2001

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From 01/02/2001 to 05/10/2024, the worst annualized return of 3-year rolling returns is 0.38%.

From 01/02/2001 to 05/10/2024, the worst annualized return of 5-year rolling returns is 4.96%.

From 01/02/2001 to 05/10/2024, the worst annualized return of 10-year rolling returns is 6.53%.