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4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate
0.09%December 14 | MyPlanIQ portfolio symbol P_28834

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

Holdings




Historical Performance


4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate NA 2.31% 0.50% 2.88% 2.85% 4.28% NA 5.51%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.48% 12.13% 14.08% 13.62% 9.09% 6.31% 7.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.99% 6.21% 7.59% 7.07% 5.77% 5.26% 5.66%
Data as of 09/30/2020, AR inception is 12/31/2000

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4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for 4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate

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Retirement Spending Calculator for 4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 12/14/2020, the worst annualized return of 3-year rolling returns for 4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate is -0.26%.
From 12/31/2000 to 12/14/2020, the worst annualized return of 5-year rolling returns for 4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate is 0.92%.
From 12/31/2000 to 12/14/2020, the worst annualized return of 10-year rolling returns for 4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate is 1.87%.

Maximum Drawdown

4 ABIOMED Retirement Savings Plan Tactical Asset Allocation Moderate Maximum Drawdown