Four Core Asset Index Funds REITs Strategic Asset Allocation - Equal Weight Moderate0.28%March 15 | MyPlanIQ portfolio symbol P_17617 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 03/15/2024, the worst annualized return of 3-year rolling returns is -6.37%. From 12/31/2000 to 03/15/2024, the worst annualized return of 5-year rolling returns is 1.46%. From 12/31/2000 to 03/15/2024, the worst annualized return of 10-year rolling returns is 4.96%. 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