Morningstar Inc 401K Plan Tactical Asset Allocation Moderate0.45%April 23 | MyPlanIQ portfolio symbol P_27111 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 04/23/2024, the worst annualized return of 3-year rolling returns is -1.15%. From 12/31/2000 to 04/23/2024, the worst annualized return of 5-year rolling returns is 0.22%. From 12/31/2000 to 04/23/2024, the worst annualized return of 10-year rolling returns is 3.98%. 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
