My Alternative Hedge Fund
0.11%February 06 | MyPlanIQ portfolio symbol P_52706

Buy and Hold (Annually Rebalance)
stocks P_51098 42%
bonds P_46880 28%
balanced PRWCX 10%
permanent P_17551 10%
risk_parity ABRRX 5%
conservative BERIX 5%

Simulated from 06/05/2009

Historical Returns

The return data shown below all have the same latest date: 02/06/2025.
AR inception is since 06/05/2009.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
My Alternative Hedge Fund 1.99% -39.35% -15.41% -5.09% -0.69% 2.98% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 3.51% 24.31% 12.27% 14.42% 13.38% 14.41% 10.47%
VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) 2.78% 11.69% 4.18% 6.08% 7.23% 8.75% 7.13%

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Rolling Returns

From 06/05/2009 to 02/06/2025, the worst annualized return of 3-year rolling returns is -16.57%.

From 06/05/2009 to 02/06/2025, the worst annualized return of 5-year rolling returns is -5.05%.

From 06/05/2009 to 02/06/2025, the worst annualized return of 10-year rolling returns is -0.74%.

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