Merrill Edge Muni Bond Funds
0.09%May 24 | MyPlanIQ portfolio symbol P_67110

This portfolio is for tax free (exempt) investments in Merrill Edge. It invests in a no load no transaction fee municipal bond fund and rebalances every quarter. Please see the following newsletter for more detailed description:

April 25, 2016: Tax Free Municipal Bond Funds & Portfolios


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 03/01/2002 to 05/24/2024, the worst annualized return of 3-year rolling returns is -0.9%.

From 03/01/2002 to 05/24/2024, the worst annualized return of 5-year rolling returns is 0.88%.

From 03/01/2002 to 05/24/2024, the worst annualized return of 10-year rolling returns is 2.46%.

Maximum Drawdown

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