Caterpillar Inc Investment Trust Strategic Asset Allocation - Equal Weight Moderate0.45%March 27 | MyPlanIQ portfolio symbol P_27559 Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Click here for interactive chart Click here for comparison with other funds, portfolios or stocks Rolling Returns From 12/31/2000 to 03/27/2024, the worst annualized return of 3-year rolling returns is -5.08%. From 12/31/2000 to 03/27/2024, the worst annualized return of 5-year rolling returns is 1.87%. From 12/31/2000 to 03/27/2024, the worst annualized return of 10-year rolling returns is 4.08%. 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