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PALOMA PARTNERS RETIREMENT PLAN Asset Allocation Composite Moderate
0.00%December 31 | MyPlanIQ portfolio symbol P_76937

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

Holdings




Historical Performance


PALOMA PARTNERS RETIREMENT PLAN Asset Allocation Composite 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) 7.46% 12.82% 19.30% 16.23% 13.59% 14.47% 10.55% 8.80%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 7.25% 9.63% 10.92% 7.36% 6.61% 7.36% 6.09% 5.87%
Data as of 07/10/2025, AR inception is 12/31/2000

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PALOMA PARTNERS RETIREMENT PLAN Asset Allocation Composite Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for PALOMA PARTNERS RETIREMENT PLAN Asset Allocation Composite Moderate

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Retirement Spending Calculator for PALOMA PARTNERS RETIREMENT PLAN Asset Allocation Composite Moderate

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Rolling Returns



Maximum Drawdown

PALOMA PARTNERS RETIREMENT PLAN Asset Allocation Composite Moderate Maximum Drawdown