TDAmeritrade Conservative Total Return Dividend Portfolio
0.00%May 22 | MyPlanIQ portfolio symbol P_68735

Buy and Hold (Annually Rebalance)
USStocks VDIGX 20%
REITs VGSIX 10%
TotalReturnBond P_46899 70%

Simulated from 01/02/2001

Historical Return Chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 01/02/2001 to 05/22/2024, the worst annualized return of 3-year rolling returns is -1.11%.

From 01/02/2001 to 05/22/2024, the worst annualized return of 5-year rolling returns is 2.09%.

From 01/02/2001 to 05/22/2024, the worst annualized return of 10-year rolling returns is 3.66%.