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The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate
0.00%July 27 | MyPlanIQ portfolio symbol P_21151

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

Holdings




Historical Performance


The MFS Oregon 529 Savings 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
The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate NA -5.01% 7.00% 6.58% 5.84% 5.23% 6.10% 5.94%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01% 5.43%
Data as of 04/29/2022, AR inception is 12/31/2000

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The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 07/27/2022, the worst annualized return of 3-year rolling returns for The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -5.19%.
From 12/31/2000 to 07/27/2022, the worst annualized return of 5-year rolling returns for The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -0.3%.
From 12/31/2000 to 07/27/2022, the worst annualized return of 10-year rolling returns for The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 4.41%.
From 12/31/2000 to 07/27/2022, the worst annualized return of 20-year rolling returns for The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 6.03%.

Maximum Drawdown

The MFS Oregon 529 Savings Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown