P SP Good Sector Equal Weight
0.16%May 16 | MyPlanIQ portfolio symbol P_75690

Buy and Hold (Annually Rebalance)
Healthcare XLV 25%
Technology XLK 25%
ConsumerStaples XLP 25%
REITs IYR 25%

Simulated from 06/19/2000

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From 06/19/2000 to 05/16/2024, the worst annualized return of 3-year rolling returns is -11.87%.

From 06/19/2000 to 05/16/2024, the worst annualized return of 5-year rolling returns is -4.49%.

From 06/19/2000 to 05/16/2024, the worst annualized return of 10-year rolling returns is 1.91%.