Six Core Asset with Managed Futures ASG Fund
0.11%May 01 | MyPlanIQ portfolio symbol P_67570

Buy and Hold (Annually Rebalance)
USStocks VTSMX 22%
REITs VGSIX 7%
IntlStocks VGTSX 16%
EMStocks VEIEX 10%
Bonds VBMFX 40%
ManagedFutures AMFAX 5%

Simulated from 08/03/2010


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 08/03/2010 to 05/01/2024, the worst annualized return of 3-year rolling returns is 1.5%.

From 08/03/2010 to 05/01/2024, the worst annualized return of 5-year rolling returns is 2.96%.

From 08/03/2010 to 05/01/2024, the worst annualized return of 10-year rolling returns is 5.02%.

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