FolioInvesting Basic Allocation Folios ETF Plan Strategic Asset Allocation - Equal Weight Moderate0.29%April 26 | MyPlanIQ portfolio symbol P_18099 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 10/07/2005 to 04/26/2024, the worst annualized return of 3-year rolling returns is -6.65%. From 10/07/2005 to 04/26/2024, the worst annualized return of 5-year rolling returns is -0.29%. From 10/07/2005 to 04/26/2024, the worst annualized return of 10-year rolling returns is 3.9%. 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
