Schwab Conservative Total Return Dividend Portfolio
0.20%April 17 | MyPlanIQ portfolio symbol P_68733

Buy and Hold (Annually Rebalance)
USStocks VDIGX 20%
REITs VGSIX 10%
TotalReturnBond P_46880 70%

Simulated from 01/02/2001

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

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From 01/02/2001 to 04/17/2024, the worst annualized return of 3-year rolling returns is 1.9%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 5-year rolling returns is 5.47%.

From 01/02/2001 to 04/17/2024, the worst annualized return of 10-year rolling returns is 6.34%.