Rick Ferri Core Four Schwab OneSource Muutal Fund Select0.53%December 31 | MyPlanIQ portfolio symbol P_45275 {} 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 12/31/2018, the worst annualized return of 3-year rolling returns is -4.24%. From 12/31/2000 to 12/31/2018, the worst annualized return of 5-year rolling returns is 2.65%. From 12/31/2000 to 12/31/2018, the worst annualized return of 10-year rolling returns is 6.88%. 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