Multi-factor Value Momentum Quality Low Volatility
0.15%April 18 | MyPlanIQ portfolio symbol P_73702

Buy and Hold (Annually Rebalance)
Value VTV 25%
Momentum MTUM 25%
Quality QUAL 25%
LowVol USMV 25%

Simulated from 07/19/2013

Historical Return Chart

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From 07/19/2013 to 04/18/2024, the worst annualized return of 3-year rolling returns is 5.41%.

From 07/19/2013 to 04/18/2024, the worst annualized return of 5-year rolling returns is 8.41%.

From 07/19/2013 to 04/18/2024, the worst annualized return of 10-year rolling returns is NA.