Select Page

RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
0.19%December 29 | MyPlanIQ portfolio symbol P_55030

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

Holdings




Historical Performance


RBS AMERICAS RETIREMENT SAVINGS 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
RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate NA 11.77% 2.76% 4.93% 3.24% 6.90% NA 5.94%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, AR inception is 12/31/2000

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 12/29/2017, the worst annualized return of 3-year rolling returns for RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is -5.88%.
From 12/31/2000 to 12/29/2017, the worst annualized return of 5-year rolling returns for RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is 0.9%.
From 12/31/2000 to 12/29/2017, the worst annualized return of 10-year rolling returns for RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is 2.88%.

Maximum Drawdown

RBS AMERICAS RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown