ShareBuilder 401K Suggested Balanced Model Portfolio0.54%April 26 | MyPlanIQ portfolio symbol P_19457 The starting date is set to be 12/31/2003 as the earliest starting date for TIP is 12/05/2003. 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 12/31/2003 to 04/26/2024, the worst annualized return of 3-year rolling returns is -4.79%. From 12/31/2003 to 04/26/2024, the worst annualized return of 5-year rolling returns is 2.42%. From 12/31/2003 to 04/26/2024, the worst annualized return of 10-year rolling returns is 6.44%. 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
