Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate0.06%April 24 | MyPlanIQ portfolio symbol P_16148 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 12/31/2000 to 04/24/2024, the worst annualized return of 3-year rolling returns is 1.8%. From 12/31/2000 to 04/24/2024, the worst annualized return of 5-year rolling returns is 3.88%. From 12/31/2000 to 04/24/2024, the worst annualized return of 10-year rolling returns is 7.52%. 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