Retirement Income ETFs Strategic Asset Allocation - Optimal Moderate Composite0.19%May 10 | MyPlanIQ portfolio symbol P_64737 Buy and Hold (Annually Rebalance)stocks P_57025 60%bonds P_46880 40%Simulated from 01/02/2001 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 05/10/2024, the worst annualized return of 3-year rolling returns is -5.53%. From 01/02/2001 to 05/10/2024, the worst annualized return of 5-year rolling returns is 0.97%. From 01/02/2001 to 05/10/2024, the worst annualized return of 10-year rolling returns is 6.7%. Maximum Drawdown Click here for more portfolio details and features ►
