Schwab-VA-Clone Strategic Asset Allocation - Equal Weight Moderate
0.08%June 29 | MyPlanIQ portfolio symbol P_23355

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 06/29/2021, the worst annualized return of 3-year rolling returns is -4.25%.

From 12/31/2000 to 06/29/2021, the worst annualized return of 5-year rolling returns is 2.56%.

From 12/31/2000 to 06/29/2021, the worst annualized return of 10-year rolling returns is 3.98%.

Maximum Drawdown

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