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Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate
0.02%January 08 | MyPlanIQ portfolio symbol P_15142

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

Holdings




Historical Performance


Hewlett-Packard Company 401(k) 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
Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate 0.13% 7.32% 1.59% 3.60% 4.35% 5.87% 6.09% 7.24%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.64% 25.78% 9.74% 14.44% 13.04% 13.59% 10.37% 8.50%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.16% 11.15% 2.90% 5.94% 6.05% 6.80% 5.91% 5.57%
Data as of 01/08/2025, AR inception is 12/31/2000

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Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Hewlett-Packard Company 401(k) 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 Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is -8.02%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 0.88%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 3.57%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 5.96%.

Maximum Drawdown

Hewlett-Packard Company 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown