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ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate
1.94%December 18 | MyPlanIQ portfolio symbol P_34663

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

Holdings




Historical Performance


ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate NA 22.44% 3.50% 5.67% 4.84% 6.07% 6.15% 6.84%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 36.15% 11.75% 15.91% 13.27% 14.01% 10.60% 8.75%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 23.52% 4.14% 7.43% 6.41% 7.28% 6.30% 5.90%
Data as of 09/30/2024, AR inception is 12/31/2000

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ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 12/18/2024, the worst annualized return of 3-year rolling returns for ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate is -6.56%.
From 12/31/2000 to 12/18/2024, the worst annualized return of 5-year rolling returns for ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate is 0.6%.
From 12/31/2000 to 12/18/2024, the worst annualized return of 10-year rolling returns for ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate is 2.92%.
From 12/31/2000 to 12/18/2024, the worst annualized return of 20-year rolling returns for ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate is 5.47%.

Maximum Drawdown

ICMA IRA Funds Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown