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EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate
0.21%August 28 | MyPlanIQ portfolio symbol P_60752

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

Holdings




Historical Performance


EXPRESS SCRIPTS INC. 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
EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate NA 4.30% 4.37% 5.04% 6.90% 5.94% NA 6.54%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 11.44% 10.06% 9.70% 13.18% 8.56% 5.81% 6.66%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.85% 5.03% 4.67% 7.09% 5.52% 5.06% 5.26%
Data as of 05/29/2020, AR inception is 12/31/2000

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EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 08/28/2020, the worst annualized return of 3-year rolling returns for EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is -4.94%.
From 12/31/2000 to 08/28/2020, the worst annualized return of 5-year rolling returns for EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is -0.55%.
From 12/31/2000 to 08/28/2020, the worst annualized return of 10-year rolling returns for EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate is 5.23%.

Maximum Drawdown

EXPRESS SCRIPTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown