P SMA 200d VFINX Global Equal Weight Stock REITs Gold Benchmark Portfolio Monthly1.57%April 30 | MyPlanIQ portfolio symbol P_65444 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 07/01/1996 to 04/30/2024, the worst annualized return of 3-year rolling returns is 0.12%. From 07/01/1996 to 04/30/2024, the worst annualized return of 5-year rolling returns is 0.22%. From 07/01/1996 to 04/30/2024, the worst annualized return of 10-year rolling returns is 3.41%. 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