Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate
0.63%November 11 | MyPlanIQ portfolio symbol P_63456



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)

Rolling Returns

From 12/31/2000 to 11/11/2022, the worst annualized return of 3-year rolling returns is -5.64%.

From 12/31/2000 to 11/11/2022, the worst annualized return of 5-year rolling returns is 1.63%.

From 12/31/2000 to 11/11/2022, the worst annualized return of 10-year rolling returns is 5.4%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account