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IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate
0.01%January 30 | MyPlanIQ portfolio symbol P_29902

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

Holdings




Historical Performance


IntegraMed America, Inc. Profit Sharing and 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
IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate NA 13.54% 5.02% 6.84% 4.96% 6.76% 5.71% 5.13%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate is -8.45%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate is -1.4%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate is 3.52%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate is 5.22%.

Maximum Drawdown

IntegraMed America, Inc. Profit Sharing and 401(K) Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown