Merrill Edge Conservative Total Return Dividend Portfolio
0.10%May 16 | MyPlanIQ portfolio symbol P_68738

Buy and Hold (Annually Rebalance)
USStocks VDIGX 20%
REITs VGSIX 10%
TotalReturnBond P_64085 70%

Simulated from 01/02/2001

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From 01/02/2001 to 05/16/2024, the worst annualized return of 3-year rolling returns is -1.61%.

From 01/02/2001 to 05/16/2024, the worst annualized return of 5-year rolling returns is 0.92%.

From 01/02/2001 to 05/16/2024, the worst annualized return of 10-year rolling returns is 5.19%.