Five Core Asset CEFs Tactical Asset Allocation Moderate
0.29%May 14 | MyPlanIQ portfolio symbol P_35774

Historical Return Chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

From 12/31/2000 to 05/14/2024, the worst annualized return of 3-year rolling returns is -1.35%.

From 12/31/2000 to 05/14/2024, the worst annualized return of 5-year rolling returns is -0.31%.

From 12/31/2000 to 05/14/2024, the worst annualized return of 10-year rolling returns is 3.56%.