Frank Armstrong Ideal Index Lazy Portfolio Original
0.48%June 14 | MyPlanIQ portfolio symbol P_37035

Buy and Hold (Annually Reblance)
SmallCapValue VISVX 9.25%
Value VIVAX 9.25%
SmallCapGrowth VISGX 6.25%
Large500 VFINX 6.25%
IntlStocks VGTSX 31%
REIT VGSIX 8%
Bonds VBISX 30%
Simulated from 5/28/1998


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 05/28/1998 to 06/14/2024, the worst annualized return of 3-year rolling returns is -8.57%.

From 05/28/1998 to 06/14/2024, the worst annualized return of 5-year rolling returns is -0.86%.

From 05/28/1998 to 06/14/2024, the worst annualized return of 10-year rolling returns is 2.82%.

Maximum Drawdown

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