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NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate
0.10%October 24 | MyPlanIQ portfolio symbol P_42176

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

Holdings




Historical Performance


NISSAN EMPLOYEE 401K 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
NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate NA 22.50% 11.29% 11.71% 6.70% 7.34% 6.79% 6.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.98% 9.50% 14.93% 13.04% 14.22% 10.40% 8.53%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.97% 2.24% 6.79% 6.03% 7.43% 6.20% 5.72%
Data as of 07/31/2024, AR inception is 12/31/2000

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NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 10/24/2024, the worst annualized return of 3-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is -4.65%.
From 12/31/2000 to 10/24/2024, the worst annualized return of 5-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is -0.86%.
From 12/31/2000 to 10/24/2024, the worst annualized return of 10-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is 2.97%.
From 12/31/2000 to 10/24/2024, the worst annualized return of 20-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is 5.5%.

Maximum Drawdown

NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown