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New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate
0.31%October 30 | MyPlanIQ portfolio symbol P_21572

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

Holdings




Historical Performance


New York State Deferred Compensation 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
New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate NA 23.84% 10.04% 11.94% 8.45% 8.54% 7.51% 7.06%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.98% 9.50% 14.93% 13.04% 14.22% 10.40% 8.53%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.97% 2.24% 6.79% 6.03% 7.43% 6.20% 5.72%
Data as of 07/31/2024, AR inception is 12/31/2000

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New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 10/30/2024, the worst annualized return of 3-year rolling returns for New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate is -6.08%.
From 12/31/2000 to 10/30/2024, the worst annualized return of 5-year rolling returns for New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate is -0.22%.
From 12/31/2000 to 10/30/2024, the worst annualized return of 10-year rolling returns for New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate is 4.29%.
From 12/31/2000 to 10/30/2024, the worst annualized return of 20-year rolling returns for New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate is 6.06%.

Maximum Drawdown

New York State Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown