Select Page

IRIX Pharmaceuticals Inc 401(k) Plan and Trust Strategic Asset Allocation - Equal Weight Moderate
1.85%January 08 | MyPlanIQ portfolio symbol P_32222

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

Holdings




Historical Performance


IRIX Pharmaceuticals Inc 401(k) Plan and 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
IRIX Pharmaceuticals Inc 401(k) Plan and Trust Strategic Asset Allocation - Equal Weight Moderate NA 22.15% 4.98% 8.47% 6.03% 6.66% 6.10% 6.72%
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

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

IRIX Pharmaceuticals Inc 401(k) Plan and Trust Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for IRIX Pharmaceuticals Inc 401(k) Plan and Trust Strategic Asset Allocation - Equal Weight Moderate

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

Retirement Spending Calculator for IRIX Pharmaceuticals Inc 401(k) Plan and Trust 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 01/08/2025, the worst annualized return of 3-year rolling returns for IRIX Pharmaceuticals Inc 401(k) Plan and Trust Strategic Asset Allocation - Equal Weight Moderate is -6.39%.
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 Strategic Asset Allocation - Equal Weight Moderate is -0.14%.
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 Strategic Asset Allocation - Equal Weight Moderate is 3.46%.
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 Strategic Asset Allocation - Equal Weight Moderate is 5.64%.

Maximum Drawdown

IRIX Pharmaceuticals Inc 401(k) Plan and Trust Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown