Schwab OneSource Select List Funds Strategic Asset Allocation - Optimal Moderate0.01%March 28 | MyPlanIQ portfolio symbol P_39837 Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Click here for interactive chart Click here for comparison with other funds, portfolios or stocks Rolling Returns From 12/31/2000 to 03/28/2024, the worst annualized return of 3-year rolling returns is -89.72%. From 12/31/2000 to 03/28/2024, the worst annualized return of 5-year rolling returns is -73.9%. From 12/31/2000 to 03/28/2024, the worst annualized return of 10-year rolling returns is -47.07%. 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