Frank Armstrong Ideal Index Lazy Portfolio Original
0.00%April 24 | MyPlanIQ portfolio symbol P_37035

Buy and Hold (Annually Reblance)
SmallCapValue VISVX 9.25%
Value VIVAX 9.25%
SmallCapGrowth VISGX 6.25%
Large500 VFINX 6.25%
IntlStocks VGTSX 31%
REIT VGSIX 8%
Bonds VBISX 30%
Simulated from 5/28/1998


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)

Rolling Returns

From 05/28/1998 to 04/24/2024, the worst annualized return of 3-year rolling returns is -5.86%.

From 05/28/1998 to 04/24/2024, the worst annualized return of 5-year rolling returns is 1.55%.

From 05/28/1998 to 04/24/2024, the worst annualized return of 10-year rolling returns is 4.47%.

Maximum Drawdown

Click here for more portfolio details and features ►

Create a new model portfolio with personal personal risk profile for a brokerage account

Portfolio Helper