Three Core Asset Index Funds Tactical Asset Allocation Moderate0.02%April 17 | MyPlanIQ portfolio symbol P_17633 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 04/17/2024, the worst annualized return of 3-year rolling returns is 1.14%. From 12/31/2000 to 04/17/2024, the worst annualized return of 5-year rolling returns is 1.46%. From 12/31/2000 to 04/17/2024, the worst annualized return of 10-year rolling returns is 3.76%. 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
