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Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate
0.19%February 24 | MyPlanIQ portfolio symbol P_34254

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

Holdings




Historical Performance


Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate NA 55.15% 15.76% 12.13% 8.80% 9.91% NA 10.49%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 18.81% 13.17% 13.92% 14.07% 9.51% 7.18% 7.71%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 12.87% 7.50% 8.01% 7.51% 6.12% 5.82% 5.99%
Data as of 11/30/2020, AR inception is 12/31/2000

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Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 02/24/2021, the worst annualized return of 3-year rolling returns for Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate is -7.93%.
From 12/31/2000 to 02/24/2021, the worst annualized return of 5-year rolling returns for Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate is -0.87%.
From 12/31/2000 to 02/24/2021, the worst annualized return of 10-year rolling returns for Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate is 3.49%.

Maximum Drawdown

Inthinc Retirement Plan on ADP Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown