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Holdings
Historical Performance
Ampac Fine Chemicals LLC Bargaining Unit 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 |
|---|---|---|---|---|---|---|---|---|
| Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate | NA | -1.76% | 6.34% | 7.42% | 11.52% | NA | NA | 12.21% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 0.41% | 14.14% | 15.70% | 7.03% | 3.64% | 8.40% | 5.13% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | -1.95% | 6.74% | 8.17% | 5.11% | 4.40% | 7.00% | 5.10% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | Ampac Fine Ch... Moderate | 2.36 | -1.76 | 6.34 | 7.42 | 11.52 | NA | NA | 12.21 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.15 | 4.43 | 16.12 | 7.01 | 4.78 | 13.26 | 24.46 | 4.52 | 18.01 | 16.89 | 19.35 | 15.72 | 17.17 | 1.93 | 11.55 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 4.22 | 0.41 | 14.14 | 15.70 | 7.03 | 3.64 | 8.40 | 5.13 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | 2.22 | -1.95 | 6.74 | 8.17 | 5.11 | 4.40 | 7.00 | 5.10 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | Ampac Fine Ch... Moderate | NA | 0.03 | 0.96 | 0.71 | 1.04 | NA | NA | 1.18 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.02 | 0.59 | 2.08 | 0.80 | 0.33 | 1.11 | 2.17 | 0.55 | 1.31 | 1.38 | 2.53 | 1.58 | 2.76 | 0.20 | 2.21 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.85 | 0.91 | 0.82 | 0.67 | NA | NA | 0.46 | 0.62 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.90 | 0.70 | 0.53 | 0.51 | NA | NA | 0.51 | 1.04 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | Ampac Fine Ch... Moderate | NA | 8.31 | 7.80 | 9.70 | 10.01 | NA | NA | 8.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 8.31 | 7.51 | 7.73 | 8.69 | 14.55 | 11.89 | 11.21 | 6.48 | 11.43 | 9.86 | 6.80 | 9.35 | 5.97 | 4.07 | 4.19 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.55 | 17.05 | 17.37 | 18.46 | NA | NA | 18.09 | 22.85 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.38 | 10.05 | 10.06 | 10.41 | NA | NA | 11.47 | 11.77 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | Ampac Fine Ch... Moderate | NA | 7.88 | 7.88 | 11.57 | 13.86 | NA | NA | 13.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 7.88 | 5.60 | 7.28 | 7.44 | 11.57 | 8.71 | 5.54 | 4.28 | 8.85 | 13.86 | 5.33 | 10.28 | 4.54 | 5.12 | 1.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | Ampac Fine Ch... Moderate | NA | 6.09 | 7.99 | 6.57 | 6.75 | NA | NA | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.72 | 6.68 | 13.65 | 6.34 | 4.46 | 4.64 | 3.85 | 6.11 | 10.31 | 9.53 | 6.80 | 1.38 | 1.65 | 4.19 | 7.18 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 08/31/2015, AR inception is 12/31/2000
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Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate
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Rolling Returns
From 12/31/2000 to 11/24/2015, the worst annualized return of 3-year rolling returns for Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate is
5.67%.
From 12/31/2000 to 11/24/2015, the worst annualized return of 5-year rolling returns for Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate is
6.42%.
From 12/31/2000 to 11/24/2015, the worst annualized return of 10-year rolling returns for Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate is
10.85%.
Maximum Drawdown
Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate Maximum Drawdown