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KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate
0.01%January 08 | MyPlanIQ portfolio symbol P_65199

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

Holdings




Historical Performance


KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate NA 22.03% 0.74% 5.14% 5.01% 6.72% 6.32% 7.17%
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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KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal 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 KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate is -7.54%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate is -0.89%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate is 3.34%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate is 5.68%.

Maximum Drawdown

KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES Strategic Asset Allocation - Optimal Moderate Maximum Drawdown