Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation - Optimal Moderate0.35%March 27 | MyPlanIQ portfolio symbol P_39866 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 03/27/2024, the worst annualized return of 3-year rolling returns is -5.59%. From 12/31/2000 to 03/27/2024, the worst annualized return of 5-year rolling returns is 1.06%. From 12/31/2000 to 03/27/2024, the worst annualized return of 10-year rolling returns is 5.08%. 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