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Interactive Brokers Total Return Bond Plan Tactical Asset Allocation Moderate

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 7.25% 12.65% 19.89% 16.09% 13.39% 14.34% 10.51% 8.79%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 6.83% 8.64% 11.12% 7.23% 6.48% 7.25% 6.05% 5.86%
Data as of 07/14/2025, AR inception is 12/31/2000

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Historical Return Chart


Calculators


Dollar Cost Average Calculator for

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Retirement Spending Calculator for

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Rolling Returns



Maximum Drawdown

Maximum Drawdown