Wealthfront Moderate Portfolio
0.58%February 07 | MyPlanIQ portfolio symbol P_38447

Buy and Hold (Quarterly Reblance)
USStocks VTI 22%
IntlStocks VEA 16%
EmStocks VWO 10%
REITs VNQ 7%
Commodities DJP 5%
Bonds BND 40%
Simulated from 7/27/2007

Historical Returns

The return data shown below all have the same latest date: 02/07/2025.
AR inception is since 07/27/2007.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
Wealthfront Moderate Portfolio 2.93% 13.74% 4.50% 6.57% 5.94% 6.63% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.54% 22.13% 11.91% 14.32% 13.32% 14.34% 10.42%
VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) 2.08% 10.49% 3.95% 5.98% 7.19% 8.70% 7.09%

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Rolling Returns

From 07/27/2007 to 02/07/2025, the worst annualized return of 3-year rolling returns is 0.13%.

From 07/27/2007 to 02/07/2025, the worst annualized return of 5-year rolling returns is 1.72%.

From 07/27/2007 to 02/07/2025, the worst annualized return of 10-year rolling returns is 4.07%.

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