H&R Block Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate0.11%January 30 | MyPlanIQ portfolio symbol P_14040 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 01/30/2024, the worst annualized return of 3-year rolling returns is -2.47%. From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns is 3.22%. From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns is 4.91%. 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
