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IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate
0.22%January 30 | MyPlanIQ portfolio symbol P_72806

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

Holdings




Historical Performance


IONIS 401(k) 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
IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate NA 4.45% 2.10% 3.27% 3.48% 5.29% 4.77% 4.42%
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 Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight 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 Strategic Asset Allocation - Equal Weight Moderate is -6.74%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is -0.61%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 3.43%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate is 4.77%.

Maximum Drawdown

IONIS 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown