Morningstar 401K ETF Clone SAA 50 - Equal Weight
0.02%April 18 | MyPlanIQ portfolio symbol P_31685


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)

Rolling Returns

From 12/31/2000 to 04/18/2024, the worst annualized return of 3-year rolling returns is -1.6%.

From 12/31/2000 to 04/18/2024, the worst annualized return of 5-year rolling returns is -0.03%.

From 12/31/2000 to 04/18/2024, the worst annualized return of 10-year rolling returns is 1.93%.

Maximum Drawdown

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