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IONIS 401(k) Plan Tactical Asset Allocation Moderate
0.30%January 30 | MyPlanIQ portfolio symbol P_72805

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

Holdings




Historical Performance


IONIS 401(k) Plan Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IONIS 401(k) Plan Tactical Asset Allocation Moderate NA 4.53% 6.76% 6.20% 4.51% 6.45% 7.62% 7.47%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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IONIS 401(k) Plan Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for IONIS 401(k) Plan Tactical Asset Allocation Moderate

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Retirement Spending Calculator for IONIS 401(k) Plan Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for IONIS 401(k) Plan Tactical Asset Allocation Moderate is -0.02%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for IONIS 401(k) Plan Tactical Asset Allocation Moderate is 1.47%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for IONIS 401(k) Plan Tactical Asset Allocation Moderate is 4.21%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for IONIS 401(k) Plan Tactical Asset Allocation Moderate is 7.62%.

Maximum Drawdown

IONIS 401(k) Plan Tactical Asset Allocation Moderate Maximum Drawdown