Merrill Edge Total Return Bond
0.29%April 18 | MyPlanIQ portfolio symbol P_64085

This portfolio is for fixed income investments in Merrill Edge. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:


Candidate funds used in this portfolio:

FIXED INCOME  
Intermediate-Term BondTGMNXTCW Total Return Bond N
Intermediate-Term BondDLTNXDoubleLine Total Return Bond N
Intermediate-Term BondPBDDXPIMCO Investment Grade Corp Bd D
Multisector BondPONDXPIMCO Income D
Intermediate-Term BondMWTRXMetropolitan West Total Return Bond M
Intermediate-Term BondPTTDXPIMCO Total Return D




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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/31/2000 to 04/18/2024, the worst annualized return of 3-year rolling returns is 0.6%.

From 12/31/2000 to 04/18/2024, the worst annualized return of 5-year rolling returns is 3.18%.

From 12/31/2000 to 04/18/2024, the worst annualized return of 10-year rolling returns is 3.98%.

Maximum Drawdown

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