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Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate
0.00%June 03 | MyPlanIQ portfolio symbol P_16148

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

Portfolio Overview


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Holdings




Historical Performance


Wal-Mart Profit Sharing and 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
Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate -2.63% 8.56% 13.82% 17.69% 11.26% 11.95% 11.41% 11.01%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, AR inception is 12/31/2000

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Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate

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Retirement Spending Calculator for Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 06/03/2025, the worst annualized return of 3-year rolling returns for Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate is 4.86%.
From 12/31/2000 to 06/03/2025, the worst annualized return of 5-year rolling returns for Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate is 4.78%.
From 12/31/2000 to 06/03/2025, the worst annualized return of 10-year rolling returns for Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate is 8.96%.
From 12/31/2000 to 06/03/2025, the worst annualized return of 20-year rolling returns for Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate is 10.45%.

Maximum Drawdown

Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate Maximum Drawdown