70 Percent Static Stock REIT Balanced Portfolio0.64%May 09 | MyPlanIQ portfolio symbol P_76129 Buy and Hold (Annually Rebalance)Bonds P_46880 30.0%Stocks VFINX 47.0%REIT VGSIX 23%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 -8.68%. From 01/02/2001 to 05/09/2024, the worst annualized return of 5-year rolling returns is -0.11%. From 01/02/2001 to 05/09/2024, the worst annualized return of 10-year rolling returns is 7.63%. Maximum Drawdown Click here for more portfolio details and features ►