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RICHARD E. PIERSON CONSTRUCTION CO. INC. 401K PLAN Asset Allocation Composite Moderate
0.00%December 31 | MyPlanIQ portfolio symbol P_79105

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

Holdings




Historical Performance


RICHARD E. PIERSON CONSTRUCTION CO. INC. 401K 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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RICHARD E. PIERSON CONSTRUCTION CO. INC. 401K PLAN Asset Allocation Composite Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for RICHARD E. PIERSON CONSTRUCTION CO. INC. 401K PLAN Asset Allocation Composite Moderate

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Retirement Spending Calculator for RICHARD E. PIERSON CONSTRUCTION CO. INC. 401K PLAN Asset Allocation Composite Moderate

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Rolling Returns



Maximum Drawdown

RICHARD E. PIERSON CONSTRUCTION CO. INC. 401K PLAN Asset Allocation Composite Moderate Maximum Drawdown