70 Percent Static Balanced Portfolio0.39%May 09 | MyPlanIQ portfolio symbol P_76128 Buy and Hold (Annually Rebalance)Bonds P_46880 30.0%Stocks VFINX 70.0%Simulated from 01/02/2001 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) calculate result (Annualized) Rolling Returns From 01/02/2001 to 05/09/2024, the worst annualized return of 3-year rolling returns is -6.96%. From 01/02/2001 to 05/09/2024, the worst annualized return of 5-year rolling returns is -0.06%. From 01/02/2001 to 05/09/2024, the worst annualized return of 10-year rolling returns is 5.61%. Maximum Drawdown Click here for more portfolio details and features ►
