P GS Global Tactical Include Emerging Market Diversified Bonds and Minimum Stocks
1.48%May 02 | MyPlanIQ portfolio symbol P_74773

Buy and Hold (Annually Rebalance)
CoreUSStocks VTSMX 10%
CoreUSREITs VGSIX 5%
CoreIntlStocks VGTSX 4%
CoreEmStocks VEIEX 1%
SatelliteTactical P_5198 80%

Simulated from 12/31/1997


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)

Rolling Returns

From 12/31/1997 to 05/02/2024, the worst annualized return of 3-year rolling returns is 2.68%.

From 12/31/1997 to 05/02/2024, the worst annualized return of 5-year rolling returns is 2.54%.

From 12/31/1997 to 05/02/2024, the worst annualized return of 10-year rolling returns is 6.48%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account