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Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate
0.08%January 08 | MyPlanIQ portfolio symbol P_56118

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

Holdings




Historical Performance


Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate NA 19.94% 2.83% 6.88% 6.16% 7.73% 8.71% 8.76%
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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Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate

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Retirement Spending Calculator for Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation 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 Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate is 1.13%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate is 2.77%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate is 4.87%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate is 8.34%.

Maximum Drawdown

Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate Maximum Drawdown