Stock ETFs And Bond Mutual Funds Moderate Schwab
0.29%June 17 | MyPlanIQ portfolio symbol P_73887

Buy and Hold (Annually Rebalance)
Stocks P_74945 60%
Bonds P_73808 40%

Simulated from 01/02/2001


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 01/02/2001 to 06/17/2024, the worst annualized return of 3-year rolling returns is -1.01%.

From 01/02/2001 to 06/17/2024, the worst annualized return of 5-year rolling returns is 1.75%.

From 01/02/2001 to 06/17/2024, the worst annualized return of 10-year rolling returns is 4.65%.

Maximum Drawdown