Select Page

PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate
0.10%January 30 | MyPlanIQ portfolio symbol P_30493

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

Holdings




Historical Performance


PolyOne Retirement 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
PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate NA 6.64% 4.92% 7.12% 5.01% 6.83% 6.10% 5.49%
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

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -4.93%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 0.51%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 4.32%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 6.1%.

Maximum Drawdown

PolyOne Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown