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EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate
0.12%January 08 | MyPlanIQ portfolio symbol P_58132

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

Holdings




Historical Performance


EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K 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
EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate NA 31.89% 13.20% 12.01% 7.50% 7.80% 7.46% 7.54%
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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EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K 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 EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is -5.13%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is -0.19%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is 3.35%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is 6.31%.

Maximum Drawdown

EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown