Money Market ETF Portfolio
0.02%April 26 | MyPlanIQ portfolio symbol P_74241

Buy and Hold (Quarterly Rebalance)
UltrashortTreasury SHV 80%
UltrashortBonds NEAR 20%

Simulated from 10/04/2013

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

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From 10/04/2013 to 04/26/2024, the worst annualized return of 3-year rolling returns is 0.3%.

From 10/04/2013 to 04/26/2024, the worst annualized return of 5-year rolling returns is 0.97%.

From 10/04/2013 to 04/26/2024, the worst annualized return of 10-year rolling returns is NA.