Talmud
0.31%April 16 | MyPlanIQ portfolio symbol P_76649

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


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 more portfolio details and features ►

Asset Allocation


Symbol Category/Sector Target Weight
VTMSX
VANGUARD TAX-MANAGED SMALL-CAP FUND ADMIRAL SHARES 		US Equity 33.4%
VGSIX
VANGUARD REIT INDEX FUND INVESTOR SHARES 		Real Estate 33.3%
VBMFX
VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES 		Fixed Income 33.3%


Historical Performance


The return data shown below all have the same latest date: 04/16/2025.
AR inception is since 04/14/1999.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Talmud -7.02% 2.99% -1.45% 6.74% 4.57% 6.87% 6.92% 7.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -9.99% 5.71% 7.80% 15.21% 11.50% 12.41% 9.94% 7.31%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) -2.46% 6.56% 4.41% 7.52% 5.36% 6.37% 5.86% 5.39%

Talmud Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Calculators


Dollar Cost Average Calculator for Talmud

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for Talmud

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 04/14/1999 to 04/16/2025, the worst annualized return of 3-year rolling returns for Talmud is -10.71%.

From 04/14/1999 to 04/16/2025, the worst annualized return of 5-year rolling returns for Talmud is -1.78%.

From 04/14/1999 to 04/16/2025, the worst annualized return of 10-year rolling returns for Talmud is 4.83%.


Maximum Drawdown

Talmud Maximum Drawdown