P Business Development Company Stocks (BDC) Momentum0.66%January 03 | MyPlanIQ portfolio symbol P_37898 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 01/03/2017, the worst annualized return of 3-year rolling returns is -7.68%. From 12/31/2000 to 01/03/2017, the worst annualized return of 5-year rolling returns is 1.19%. From 12/31/2000 to 01/03/2017, the worst annualized return of 10-year rolling returns is 8.89%. 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