TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan Tactical Asset Allocation Moderate
0.28%January 07 | MyPlanIQ portfolio symbol P_15160

Due to TDAmeritrade's excessive 180 day minimum holding period for mutual funds, we don't recommend using this portfolio in your TDAmeritrade account. 


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/31/2000 to 01/07/2022, the worst annualized return of 3-year rolling returns is 1.07%.

From 12/31/2000 to 01/07/2022, the worst annualized return of 5-year rolling returns is 1.63%.

From 12/31/2000 to 01/07/2022, the worst annualized return of 10-year rolling returns is 4.29%.

Maximum Drawdown

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