Talmud0.43%May 08 | MyPlanIQ portfolio symbol P_76649 Buy and Hold (Annually Rebalance)Stocks VTMSX 33.4%REITs VGSIX 33.3%Debt VBMFX 33.3%Simulated from 04/14/1999 Click here for comparison with other funds, portfolios or stocks Historical Return Chart Click here for interactive chart Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Rolling Returns From 04/14/1999 to 05/08/2024, the worst annualized return of 3-year rolling returns is -8.1%. From 04/14/1999 to 05/08/2024, the worst annualized return of 5-year rolling returns is 0.83%. From 04/14/1999 to 05/08/2024, the worst annualized return of 10-year rolling returns is 6.36%. Maximum Drawdown Click here for more portfolio details and features ►