Schwab Commission Efficient ETFs Strategic Asset Allocation - Equal Weight Moderate0.66%May 02 | MyPlanIQ portfolio symbol P_11427 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 01/10/2000 to 05/02/2024, the worst annualized return of 3-year rolling returns is -1.72%. From 01/10/2000 to 05/02/2024, the worst annualized return of 5-year rolling returns is 2.21%. From 01/10/2000 to 05/02/2024, the worst annualized return of 10-year rolling returns is 3.65%. 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