TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Strategic Asset Allocation - Optimal Moderate0.91%July 15 | MyPlanIQ portfolio symbol P_39842 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 07/15/2022, the worst annualized return of 3-year rolling returns is -4.68%. From 12/31/2000 to 07/15/2022, the worst annualized return of 5-year rolling returns is 0.49%. From 12/31/2000 to 07/15/2022, the worst annualized return of 10-year rolling returns is 3.77%. 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