Advanced Global Asset Allocation Moderate0.11%May 17 | MyPlanIQ portfolio symbol P_74035 Buy and Hold (Annually Rebalance)Stocks P_73834 60%Bonds P_73808 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 05/17/2024, the worst annualized return of 3-year rolling returns is -3.51%. From 01/02/2001 to 05/17/2024, the worst annualized return of 5-year rolling returns is 2.84%. From 01/02/2001 to 05/17/2024, the worst annualized return of 10-year rolling returns is 5.29%. Maximum Drawdown Click here for more portfolio details and features ►
