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SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate
0.39%December 31 | MyPlanIQ portfolio symbol P_35718

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

Holdings




Historical Performance


SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate NA 3.61% 6.10% 5.14% 5.65% NA NA 6.06%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.30% 16.02% 14.14% 7.73% 4.59% 8.48% 5.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 1.80% 7.24% 6.95% 5.49% 4.90% 7.00% 5.29%
Data as of 10/30/2015, AR inception is 12/31/2000

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SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 12/31/2015, the worst annualized return of 3-year rolling returns for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate is -4.98%.
From 12/31/2000 to 12/31/2015, the worst annualized return of 5-year rolling returns for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate is -0.28%.
From 12/31/2000 to 12/31/2015, the worst annualized return of 10-year rolling returns for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate is 5.03%.

Maximum Drawdown

SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown