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SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA Strategic Asset Allocation - Optimal Moderate
0.00%December 31 | MyPlanIQ portfolio symbol P_73415

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

Holdings




Historical Performance


SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 9.33% 19.75% 18.83% 16.23% 13.83% 14.35% 10.60% 8.88%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 8.30% 12.51% 10.40% 7.25% 6.75% 7.25% 6.11% 5.92%
Data as of 07/25/2025, AR inception is 12/31/2000

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SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA Strategic Asset Allocation - Optimal Moderate

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Rolling Returns



Maximum Drawdown

SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA Strategic Asset Allocation - Optimal Moderate Maximum Drawdown