P Composite Momentum Global Risk Assets and Minimum Stocks
0.19%May 01 | MyPlanIQ portfolio symbol P_74771

Buy and Hold (Annually Rebalance)
CoreUSStocks VTSMX 10%
CoreUSREITs VGSIX 5%
CoreIntlStocks VGTSX 4%
CoreEmStocks VEIEX 1%
SatelliteTactical P_73834 80%

Simulated from 12/31/1996


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/31/1996 to 05/01/2024, the worst annualized return of 3-year rolling returns is -0.97%.

From 12/31/1996 to 05/01/2024, the worst annualized return of 5-year rolling returns is 5.53%.

From 12/31/1996 to 05/01/2024, the worst annualized return of 10-year rolling returns is 8.88%.

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