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EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate
0.03%January 08 | MyPlanIQ portfolio symbol P_27149

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

Holdings




Historical Performance


EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate NA 25.78% 5.59% 8.87% 5.22% 6.18% 5.87% 6.34%
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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EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST 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 EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate is -3.96%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate is -0.95%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate is 2.99%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate is 5.23%.

Maximum Drawdown

EXELON CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANS MASTER TRUST Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown