Five Core Asset CEFs Strategic Asset Allocation - Equal Weight Moderate0.17%May 01 | MyPlanIQ portfolio symbol P_35775 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 05/01/2024, the worst annualized return of 3-year rolling returns is -11.66%. From 12/31/2000 to 05/01/2024, the worst annualized return of 5-year rolling returns is -2.11%. From 12/31/2000 to 05/01/2024, the worst annualized return of 10-year rolling returns is 3.11%. 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