Schwab OneSource Select List Funds Tactical Asset Allocation Moderate1.74%April 28 | MyPlanIQ portfolio symbol P_12452 Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Click here for interactive chart Click here for comparison with other funds, portfolios or stocks Rolling Returns From 12/31/2000 to 04/28/2022, the worst annualized return of 3-year rolling returns is -64.75%. From 12/31/2000 to 04/28/2022, the worst annualized return of 5-year rolling returns is -45.68%. From 12/31/2000 to 04/28/2022, the worst annualized return of 10-year rolling returns is -25.54%. 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