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Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate
0.15%January 08 | MyPlanIQ portfolio symbol P_47609

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

Holdings




Historical Performance


Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate NA 26.44% 6.32% 9.97% 8.00% 9.36% 7.67% 7.99%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate is -8.95%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate is -2.59%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate is 5.24%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate is 6.84%.

Maximum Drawdown

Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate Maximum Drawdown