50 To 70 Percent AAC Balanced Portfolio0.18%May 09 | MyPlanIQ portfolio symbol P_76127 Buy and Hold (Annually Rebalance)Bonds P_46880 30.0%Tactical P_73834 70.0%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 05/09/2024, the worst annualized return of 3-year rolling returns is -1.22%. From 01/02/2001 to 05/09/2024, the worst annualized return of 5-year rolling returns is 4.22%. From 01/02/2001 to 05/09/2024, the worst annualized return of 10-year rolling returns is 7.78%. Maximum Drawdown Click here for more portfolio details and features ►
