Folioinvesting Conservative Total Return Dividend Portfolio0.23%May 14 | MyPlanIQ portfolio symbol P_68736 Buy and Hold (Annually Rebalance)USStocks VDIGX 20%REITs VGSIX 10%TotalReturnBond P_46906 70%Simulated from 01/02/2001 Click here for comparison with other funds, portfolios or stocks Historical Return Chart Click here for interactive chart Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Rolling Returns From 01/02/2001 to 05/14/2024, the worst annualized return of 3-year rolling returns is 1.9%. From 01/02/2001 to 05/14/2024, the worst annualized return of 5-year rolling returns is 5.47%. From 01/02/2001 to 05/14/2024, the worst annualized return of 10-year rolling returns is 6.26%. Maximum Drawdown Click here for more portfolio details and features ►