Morningstar 401K ETF Clone-PID-PIZ-LSBRX-PTTDX Strategic Asset Allocation - Equal Weight Moderate0.43%March 27 | MyPlanIQ portfolio symbol P_31901 Return Calculator Calculate Performance Start date (MM/dd/yyyy) End date (MM/dd/yyyy) calculate result (Annualized) Click here for interactive chart Click here for comparison with other funds, portfolios or stocks Rolling Returns From 12/31/2000 to 03/27/2024, the worst annualized return of 3-year rolling returns is -2.66%. From 12/31/2000 to 03/27/2024, the worst annualized return of 5-year rolling returns is -0.38%. From 12/31/2000 to 03/27/2024, the worst annualized return of 10-year rolling returns is 2.09%. 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