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ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate
0.39%May 30 | MyPlanIQ portfolio symbol P_50157

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

Holdings




Historical Performance


ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate NA -7.19% 2.15% 2.84% 3.35% 4.48% 6.11% 6.25%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -7.87% 18.61% 11.63% 12.18% 9.95% 10.26% 7.40%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -6.07% 8.35% 4.72% 5.67% 5.16% 6.60% 5.18%
Data as of 03/31/2023, AR inception is 12/31/2000

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ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 05/30/2023, the worst annualized return of 3-year rolling returns for ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate is -1.32%.
From 12/31/2000 to 05/30/2023, the worst annualized return of 5-year rolling returns for ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate is 0.21%.
From 12/31/2000 to 05/30/2023, the worst annualized return of 10-year rolling returns for ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate is 2.55%.
From 12/31/2000 to 05/30/2023, the worst annualized return of 20-year rolling returns for ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate is 5.67%.

Maximum Drawdown

ADDUS HEALTHCARE INC. 401K PLAN Tactical Asset Allocation Moderate Maximum Drawdown