P Andrew Tobias Three Fund Lazy Portfolio Annual Balance
0.63%November 09 | MyPlanIQ portfolio symbol P_1359


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 07/17/2000 to 11/09/2023, the worst annualized return of 3-year rolling returns is -5.97%.

From 07/17/2000 to 11/09/2023, the worst annualized return of 5-year rolling returns is 1.88%.

From 07/17/2000 to 11/09/2023, the worst annualized return of 10-year rolling returns is 4.34%.

Maximum Drawdown