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ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate
0.00%May 29 | MyPlanIQ portfolio symbol P_36853

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

Holdings




Historical Performance


ING 401K Retirement 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
ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate NA 18.75% 9.60% 14.26% 7.50% 10.04% 6.71% 6.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 30.88% 16.74% 18.50% 14.17% 17.54% 9.73% 8.13%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 14.88% 3.36% 8.31% 6.45% 9.61% 5.80% 5.46%
Data as of 02/29/2024, AR inception is 12/31/2000

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ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 05/29/2024, the worst annualized return of 3-year rolling returns for ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate is -5.04%.
From 12/31/2000 to 05/29/2024, the worst annualized return of 5-year rolling returns for ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate is -0.08%.
From 12/31/2000 to 05/29/2024, the worst annualized return of 10-year rolling returns for ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate is 4.08%.
From 12/31/2000 to 05/29/2024, the worst annualized return of 20-year rolling returns for ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate is 6.28%.

Maximum Drawdown

ING 401K Retirement Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown