Morningstar Retiree Moderate Portfolio SAA 61.5
0.12%May 13 | MyPlanIQ portfolio symbol P_31799


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 05/13/2024, the worst annualized return of 3-year rolling returns is -5.5%.

From 12/31/2000 to 05/13/2024, the worst annualized return of 5-year rolling returns is 0.08%.

From 12/31/2000 to 05/13/2024, the worst annualized return of 10-year rolling returns is 1.94%.

Maximum Drawdown