Morningstar 401K ETF Clone-PID-PIZ Tactical Asset Allocation Moderate
0.38%March 26 | MyPlanIQ portfolio symbol P_31932


Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Click here for interactive chart

Click here for comparison with other funds, portfolios or stocks

Rolling Returns

From 12/31/2000 to 03/26/2024, the worst annualized return of 3-year rolling returns is -0.82%.

From 12/31/2000 to 03/26/2024, the worst annualized return of 5-year rolling returns is -0.51%.

From 12/31/2000 to 03/26/2024, the worst annualized return of 10-year rolling returns is 3.95%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account