50-70 Percent Core Satellite Global Balanced Portfolio
0.09%May 01 | MyPlanIQ portfolio symbol P_74710

Buy and Hold (Annually Rebalance)
DividendStocks VDIGX 10%
USREITs VGSIX 5%
TotalReturnBonds P_46880 30%
TacticalStocks P_74026 55%

Simulated from 01/02/2001

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 01/02/2001 to 05/01/2024, the worst annualized return of 3-year rolling returns is 1.26%.

From 01/02/2001 to 05/01/2024, the worst annualized return of 5-year rolling returns is 3.85%.

From 01/02/2001 to 05/01/2024, the worst annualized return of 10-year rolling returns is 6.44%.

Maximum Drawdown

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