Tactical Conservative Portfolio 30 Percent Stocks0.06%May 16 | MyPlanIQ portfolio symbol P_69808 Buy and Hold (Annually Rebalance)Stocks P_61056 30%Bonds P_46880 70%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 05/16/2024, the worst annualized return of 3-year rolling returns is 1.59%. From 01/02/2001 to 05/16/2024, the worst annualized return of 5-year rolling returns is 4.16%. From 01/02/2001 to 05/16/2024, the worst annualized return of 10-year rolling returns is 5.09%. Maximum Drawdown Click here for more portfolio details and features ►