MPIQ Core Asset Mutual Funds Asset Allocation Composite Conservative
0.06%March 28 | MyPlanIQ portfolio symbol P_74194


Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Click here for interactive chart

Click here for comparison with other funds, portfolios or stocks

Rolling Returns

From 01/01/2001 to 03/28/2024, the worst annualized return of 3-year rolling returns is -3.04%.

From 01/01/2001 to 03/28/2024, the worst annualized return of 5-year rolling returns is 0.05%.

From 01/01/2001 to 03/28/2024, the worst annualized return of 10-year rolling returns is 4.35%.

Maximum Drawdown

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