Six Core Asset with Managed Futures S And P DTI
1.17%April 30 | MyPlanIQ portfolio symbol P_67571

Buy and Hold (Annually Rebalance)
USStocks VTSMX 22%
REITs VGSIX 7%
IntlStocks VGTSX 16%
EMStocks VEIEX 10%
Bonds VBMFX 40%
ManagedFutures P_3212 5%

Simulated from 10/01/2007


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 10/01/2007 to 04/30/2024, the worst annualized return of 3-year rolling returns is 0.75%.

From 10/01/2007 to 04/30/2024, the worst annualized return of 5-year rolling returns is 2.84%.

From 10/01/2007 to 04/30/2024, the worst annualized return of 10-year rolling returns is 4.33%.

Maximum Drawdown

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