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Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate
0.08%August 21 | MyPlanIQ portfolio symbol P_34971

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

Holdings




Historical Performance


Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate NA 11.67% 2.80% 5.19% 4.52% 6.56% NA 6.88%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 17.32% 9.95% 15.24% 6.82% 7.64% 7.26% 6.03%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 4.61% 7.86% 4.21% 6.02% 6.40% 5.30%
Data as of 05/31/2017, AR inception is 12/31/2000

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Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 08/21/2017, the worst annualized return of 3-year rolling returns for Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate is -5%.
From 12/31/2000 to 08/21/2017, the worst annualized return of 5-year rolling returns for Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate is 0.27%.
From 12/31/2000 to 08/21/2017, the worst annualized return of 10-year rolling returns for Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate is 4.36%.

Maximum Drawdown

Saint Barnabsa Health Care System (SBHCS) 401k Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown