BAKER 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate
0.09%January 30 | MyPlanIQ portfolio symbol P_23331

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Click here for interactive chart

Click here for comparison with other funds, portfolios or stocks

Rolling Returns

From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns is -2.2%.

From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns is 2.58%.

From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns is 6.54%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account