Tactical Stock Balanced Portfolio
0.84%April 26 | MyPlanIQ portfolio symbol P_76608

Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%

TacticalStocks P_76605 70.0%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

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From 01/02/2001 to 04/26/2024, the worst annualized return of 3-year rolling returns is 6.45%.

From 01/02/2001 to 04/26/2024, the worst annualized return of 5-year rolling returns is 6.66%.

From 01/02/2001 to 04/26/2024, the worst annualized return of 10-year rolling returns is 10.45%.