Morningstar Inc 401K Plan Strategic Asset Allocation - Equal Weight Moderate0.16%April 17 | MyPlanIQ portfolio symbol P_27114 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 04/17/2024, the worst annualized return of 3-year rolling returns is -3.84%. From 12/31/2000 to 04/17/2024, the worst annualized return of 5-year rolling returns is 1.94%. From 12/31/2000 to 04/17/2024, the worst annualized return of 10-year rolling returns is 3.94%. 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
