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PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate
0.44%December 31 | MyPlanIQ portfolio symbol P_42523

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

Holdings




Historical Performance


PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate NA -5.27% 3.07% 2.66% 7.34% 5.81% NA 6.25%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

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PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 12/31/2018, the worst annualized return of 3-year rolling returns for PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is -7.64%.
From 12/31/2000 to 12/31/2018, the worst annualized return of 5-year rolling returns for PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is -0.97%.
From 12/31/2000 to 12/31/2018, the worst annualized return of 10-year rolling returns for PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is 3.82%.

Maximum Drawdown

PAULUS SOKOLOWSKI AND SARTOR LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown