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Holdings
Historical Performance
IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate Historical Returns
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate | NA | 15.86% | -1.91% | 3.37% | 3.04% | 3.86% | 4.94% | 5.47% |
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% |
Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | IRIX Pharmace... Moderate | -0.59 | 15.86 | -1.91 | 3.37 | 3.04 | 3.86 | 4.94 | 5.47 | NA | 57.62 | 15.65 | -20.66 | 6.71 | 15.17 | 7.57 | -1.60 | 11.96 | 0.03 | -2.47 | 2.13 | 12.18 | 4.01 | 0.74 | 7.98 | 13.29 | -3.60 | 8.95 | 12.84 | 6.32 | 10.56 | 23.37 | -1.43 | 2.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 8.70 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
VSMGX (VANGUA...R SHARES) | -1.02 | 22.89 | 2.25 | 6.63 | 6.01 | 7.19 | 6.10 | 5.79 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Sharpe Ratio | IRIX Pharmace... Moderate | NA | 1.63 | 0.49 | 0.51 | 0.41 | NA | NA | 0.56 | 0.08 | 1.50 | 1.29 | -1.44 | 0.32 | 1.75 | 1.47 | -0.39 | 2.30 | -0.04 | -0.53 | 0.42 | 1.96 | 0.85 | 0.10 | 0.88 | 1.88 | -1.79 | 0.66 | 1.48 | 0.71 | 1.29 | 4.00 | -0.44 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 0.51 | 0.88 | 0.82 | 0.65 | NA | NA | 0.45 | 0.43 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
VSMGX (VANGUA...R SHARES) | NA | 0.72 | 0.74 | 0.55 | 0.50 | NA | NA | 0.51 | 0.97 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Standard Deviation(%) | IRIX Pharmace... Moderate | NA | 34.14 | 22.27 | 19.94 | 14.58 | NA | NA | 10.57 | 24.63 | 34.04 | 8.81 | 15.29 | 20.73 | 8.52 | 4.18 | 7.45 | 4.92 | 4.61 | 4.69 | 5.03 | 6.19 | 4.67 | 6.83 | 8.95 | 7.02 | 2.53 | 9.02 | 6.48 | 5.81 | 7.44 | 5.67 | 5.82 | 2.70 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 19.85 | 17.21 | 17.41 | 18.48 | NA | NA | 18.10 | 24.02 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
VSMGX (VANGUA...R SHARES) | NA | 10.49 | 10.11 | 10.08 | 10.41 | NA | NA | 11.48 | 12.31 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Draw Down(%) | IRIX Pharmace... Moderate | NA | 8.73 | 24.16 | 26.30 | 26.30 | NA | NA | 26.30 | 1.58 | 8.73 | 8.85 | 25.63 | 13.09 | 8.65 | 3.40 | 8.29 | 3.63 | 4.22 | 5.44 | 5.64 | 5.26 | 4.10 | 7.08 | 6.91 | 3.92 | 4.82 | 6.33 | 7.51 | 4.65 | 6.47 | 3.07 | 8.99 | 2.18 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Yield(%) | IRIX Pharmace... Moderate | NA | 3.86 | 3.72 | 3.40 | 2.64 | NA | NA | 2.93 | NA | 0.46 | 3.86 | 2.33 | 4.47 | 2.34 | 4.01 | 3.14 | 0.25 | 0.91 | 1.74 | 3.51 | 2.81 | 1.80 | 1.74 | 2.04 | 2.18 | 1.87 | 7.96 | 5.35 | 4.53 | 3.81 | 2.95 | 1.36 | 1.88 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, AR inception is 12/31/2000
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IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation 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 IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate is
-1.91%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate is
-0.52%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate is
1.96%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate is
4.71%.
Maximum Drawdown
IRIX Pharmaceuticals Inc 401(k) Plan and Trust Tactical Asset Allocation Moderate Maximum Drawdown