Schwab OneSource Select List Funds Rebuild Tactical Asset Allocation Moderate0.10%January 18 | MyPlanIQ portfolio symbol P_31786 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 01/18/2018, the worst annualized return of 3-year rolling returns is 3.45%. From 12/31/2000 to 01/18/2018, the worst annualized return of 5-year rolling returns is 4.04%. From 12/31/2000 to 01/18/2018, the worst annualized return of 10-year rolling returns is 8.45%. 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