Strategic Stock Balanced Portfolio
1.26%April 30 | MyPlanIQ portfolio symbol P_76609

Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%

Stocks VFINX 70.0%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

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From 01/02/2001 to 04/30/2024, the worst annualized return of 3-year rolling returns is -6.96%.

From 01/02/2001 to 04/30/2024, the worst annualized return of 5-year rolling returns is -0.06%.

From 01/02/2001 to 04/30/2024, the worst annualized return of 10-year rolling returns is 5.7%.