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EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
0.40%February 28 | MyPlanIQ portfolio symbol P_69528

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

Holdings




Historical Performance


EVONIK DEGUSSA CORPORATION 401K SAVINGS 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
EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate NA 17.09% 5.11% 6.28% 4.63% 5.83% 5.45% 5.82%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

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EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 02/28/2025, the worst annualized return of 3-year rolling returns for EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is -8.81%.
From 12/31/2000 to 02/28/2025, the worst annualized return of 5-year rolling returns for EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is -1.07%.
From 12/31/2000 to 02/28/2025, the worst annualized return of 10-year rolling returns for EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is 3.1%.
From 12/31/2000 to 02/28/2025, the worst annualized return of 20-year rolling returns for EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is 5.01%.

Maximum Drawdown

EVONIK DEGUSSA CORPORATION 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown