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Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate
0.05%December 30 | MyPlanIQ portfolio symbol P_15518

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

Holdings




Historical Performance


Invesco 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
Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate NA 0.63% 8.65% 5.59% 8.70% NA NA 8.63%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 0.98% 1.16% -1.19% 2.74% 5.15% 7.68% 0.67%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.12% 3.33% 1.39% 4.78% 6.08% NA 3.68%
Data as of 09/30/2011, AR inception is 12/31/2000

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Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


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

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Retirement Spending Calculator for Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 12/30/2011, the worst annualized return of 3-year rolling returns for Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is -6.56%.
From 12/31/2000 to 12/30/2011, the worst annualized return of 5-year rolling returns for Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 0.76%.
From 12/31/2000 to 12/30/2011, the worst annualized return of 10-year rolling returns for Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 8.66%.

Maximum Drawdown

Invesco 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown