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SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate
1.04%April 28 | MyPlanIQ portfolio symbol P_36612

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

Holdings




Historical Performance


SRA International Inc 401K Savings 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
SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate NA -0.79% 10.74% 8.47% 6.26% 5.01% 6.35% 6.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% 8.15%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% 5.86%
Data as of 01/31/2022, AR inception is 12/31/2000

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SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 04/28/2022, the worst annualized return of 3-year rolling returns for SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -8.9%.
From 12/31/2000 to 04/28/2022, the worst annualized return of 5-year rolling returns for SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -1.78%.
From 12/31/2000 to 04/28/2022, the worst annualized return of 10-year rolling returns for SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 3.07%.
From 12/31/2000 to 04/28/2022, the worst annualized return of 20-year rolling returns for SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 5.93%.

Maximum Drawdown

SRA International Inc 401K Savings Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown