- Portfolio Overview
- Holdings
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Holdings
Recommended Holdings on 10/31/2024 (Delayed Holdings)
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Historical Performance
USMD Holdings, Inc.401(k) 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 |
|---|---|---|---|---|---|---|---|---|
| USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 18.59% | 2.12% | 5.58% | 5.25% | 6.44% | 5.88% | 6.27% |
| 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 | 21.20% | 0.94% | 5.44% | 5.42% | 6.79% | 5.80% | 5.54% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | USMD Holdings... Moderate | -1.12 | 18.59 | 2.12 | 5.58 | 5.25 | 6.44 | 5.88 | 6.27 | NA | 3.48 | 11.29 | -10.51 | 6.57 | 12.95 | 18.60 | -5.36 | 12.33 | 3.48 | -0.81 | 6.27 | 9.24 | 14.39 | -1.93 | 13.24 | 27.01 | -23.12 | 2.21 | 10.95 | 9.56 | 9.24 | 21.10 | -9.31 | 13.39 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 8.70 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -1.02 | 21.20 | 0.94 | 5.44 | 5.42 | 6.79 | 5.80 | 5.54 | NA | 5.75 | 13.92 | -16.49 | 7.97 | 11.63 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | USMD Holdings... Moderate | NA | -0.28 | -0.30 | 0.18 | 0.36 | NA | NA | 0.48 | 0.02 | -0.42 | 0.93 | -1.07 | 0.84 | 0.75 | 2.97 | -0.84 | 3.02 | 0.43 | -0.11 | 1.10 | 1.52 | 2.41 | -0.18 | 1.56 | 2.03 | -1.39 | -0.11 | 1.31 | 1.20 | 1.04 | 1.90 | -0.80 | 1.15 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.85 | 0.91 | 0.82 | 0.67 | NA | NA | 0.46 | 0.62 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.41 | 0.43 | 0.32 | 0.41 | NA | NA | 0.48 | 1.18 | 0.24 | 1.25 | -1.25 | 1.01 | 0.59 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | USMD Holdings... Moderate | NA | 7.28 | 8.85 | 10.85 | 9.04 | NA | NA | 9.50 | 5.68 | 7.34 | 7.54 | 11.16 | 7.83 | 17.06 | 5.78 | 7.90 | 3.87 | 7.70 | 7.74 | 5.70 | 6.08 | 5.94 | 11.10 | 8.44 | 13.24 | 17.32 | 7.31 | 5.88 | 6.14 | 7.96 | 10.72 | 13.08 | 9.67 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.55 | 17.05 | 17.37 | 18.46 | NA | NA | 18.09 | 22.85 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 11.32 | 10.38 | 10.35 | 10.54 | NA | NA | 11.51 | 11.70 | 8.97 | 8.31 | 14.38 | 7.89 | 19.14 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | USMD Holdings... Moderate | NA | 6.46 | 16.35 | 23.35 | 23.35 | NA | NA | 34.82 | 0.44 | 6.35 | 7.48 | 16.96 | 4.27 | 23.35 | 2.92 | 10.15 | 2.83 | 6.49 | 8.46 | 4.20 | 6.86 | 5.10 | 11.78 | 6.43 | 13.83 | 31.78 | 5.57 | 6.48 | 3.69 | 5.67 | 7.88 | 21.16 | 11.48 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 13.03 | 13.03 | 23.77 | 23.77 | NA | NA | 41.18 | 9.62 | 7.07 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | USMD Holdings... Moderate | NA | 4.46 | 4.18 | 4.48 | 3.92 | NA | NA | 3.61 | NA | 0.63 | 4.74 | 2.34 | 5.04 | 4.18 | 6.06 | 3.32 | 2.26 | 2.09 | 4.42 | 4.99 | 3.84 | 4.36 | 2.68 | 2.74 | 4.09 | 2.75 | 7.40 | 5.48 | 2.57 | 1.86 | 1.30 | 2.01 | 1.97 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, AR inception is 12/31/2000
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USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight 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 USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is
-8.26%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is
-1.51%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is
4.18%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is
5.27%.
Maximum Drawdown
USMD Holdings, Inc.401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown
Maximum Drawdowns Table
| Start Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
|---|---|---|---|---|
| 2001-05 | 2001-06 | 2001-06 | 0.1 | 0.64% |
| 2001-07 | 2001-10 | 2002-02 | 0.6 | 6.49% |
| 2002-03 | 2002-09 | 2003-09 | 1.5 | 16.18% |
| 2004-02 | 2004-04 | 2004-05 | 0.3 | 1.95% |
| 2004-06 | 2004-07 | 2004-10 | 0.3 | 3.26% |
| 2004-12 | 2005-01 | 2005-01 | 0.1 | 0.69% |
| 2005-03 | 2005-04 | 2005-04 | 0.1 | 1.21% |
| 2005-09 | 2005-10 | 2005-10 | 0.1 | 2.12% |
| 2006-04 | 2006-07 | 2006-09 | 0.4 | 3.00% |
| 2007-05 | 2007-07 | 2007-09 | 0.3 | 3.35% |
| 2007-10 | 2009-02 | 2010-08 | 2.8 | 32.04% |
| 2010-10 | 2010-11 | 2010-11 | 0.1 | 1.25% |
| 2011-04 | 2011-09 | 2012-03 | 0.9 | 10.56% |
| 2012-04 | 2012-05 | 2012-06 | 0.2 | 3.84% |
| 2013-04 | 2013-06 | 2013-08 | 0.3 | 3.83% |
| 2013-12 | 2014-01 | 2014-01 | 0.1 | 1.60% |
| 2014-06 | 2014-07 | 2014-07 | 0.1 | 0.81% |
| 2014-08 | 2014-09 | 2014-10 | 0.2 | 2.24% |
| 2014-11 | 2014-12 | 2014-12 | 0.1 | 0.77% |
| 2015-02 | 2015-03 | 2015-03 | 0.1 | 0.21% |
| 2015-04 | 2016-02 | 2016-06 | 1.2 | 7.06% |
| 2016-07 | 2016-08 | 2016-08 | 0.1 | 0.13% |
| 2016-09 | 2016-11 | 2017-01 | 0.3 | 3.18% |
| 2017-05 | 2017-06 | 2017-06 | 0.1 | 1.07% |
| 2018-01 | 2018-02 | 2018-07 | 0.5 | 3.10% |
| 2018-08 | 2018-12 | 2019-02 | 0.5 | 7.35% |
| 2019-04 | 2019-05 | 2019-05 | 0.1 | 1.69% |
| 2020-01 | 2020-03 | 2020-06 | 0.4 | 14.04% |
| 2020-08 | 2020-10 | 2020-10 | 0.2 | 2.68% |
| 2020-12 | 2021-01 | 2021-01 | 0.1 | 0.55% |
| 2021-02 | 2021-03 | 2021-03 | 0.1 | 0.01% |
| 2021-05 | 2021-06 | 2021-06 | 0.1 | 0.03% |
| 2021-08 | 2022-09 | 2024-02 | 2.5 | 16.67% |
| 2024-03 | 2024-04 | 2024-06 | 0.3 | 2.66% |
| 2024-09 | 2024-12 | 2025-01 | 0.3 | 6.29% |