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BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate
0.50%April 04 | MyPlanIQ portfolio symbol P_48254

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

Holdings




Historical Performance


BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -1.66% 6.48% 4.87% 6.70% 6.32% 7.94% 6.91%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -8.37% 9.88% 9.47% 12.56% 9.59% 10.16% 7.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.89% 3.52% 3.82% 5.90% 5.02% 6.59% 5.19%
Data as of 01/31/2023, AR inception is 12/31/2000

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BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 04/04/2023, the worst annualized return of 3-year rolling returns for BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is -6.7%.
From 12/31/2000 to 04/04/2023, the worst annualized return of 5-year rolling returns for BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 0.23%.
From 12/31/2000 to 04/04/2023, the worst annualized return of 10-year rolling returns for BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 5.49%.
From 12/31/2000 to 04/04/2023, the worst annualized return of 20-year rolling returns for BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 7.34%.

Maximum Drawdown

BANCWEST CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown