P US Stocks Style Rotation SMA2001.40%April 26 | MyPlanIQ portfolio symbol P_48018 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 01/02/2001 to 04/26/2024, the worst annualized return of 3-year rolling returns is -6.83%. From 01/02/2001 to 04/26/2024, the worst annualized return of 5-year rolling returns is -1.62%. From 01/02/2001 to 04/26/2024, the worst annualized return of 10-year rolling returns is 5.44%. 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