Caterpillar Inc Investment Trust Strategic Asset Allocation - Equal Weight Moderate
0.45%March 27 | MyPlanIQ portfolio symbol P_27559

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 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

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