Schwab TRB Plus
0.06%April 15 | MyPlanIQ portfolio symbol P_72334

This portfolio incorporate both taxable total return bond funds and tax free (exempt) bond funds available in Schwab. It rebalances every quarter.

Historical Return Chart

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 12/31/2000 to 04/15/2024, the worst annualized return of 3-year rolling returns is -0.51%.

From 12/31/2000 to 04/15/2024, the worst annualized return of 5-year rolling returns is 0.35%.

From 12/31/2000 to 04/15/2024, the worst annualized return of 10-year rolling returns is 3.98%.