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HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate
0.02%January 08 | MyPlanIQ portfolio symbol P_12778

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate NA 21.11% 0.40% 8.03% 7.09% 7.52% 6.84% 6.79%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate is -4.7%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate is 0.22%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate is 4.88%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate is 6.39%.

Maximum Drawdown

HERCULES INCORPORATED SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown