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Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate
0.00%January 08 | MyPlanIQ portfolio symbol P_62183

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

Holdings




Historical Performance


Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate NA 19.27% 1.88% 5.54% 4.68% 5.85% 6.37% 6.37%
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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Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Pulse Design Group Inc 401k Profit Sharing Plan Trust 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 Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate is -4.21%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate is 1.06%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate is 3.22%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate is 5.61%.

Maximum Drawdown

Pulse Design Group Inc 401k Profit Sharing Plan Trust Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown