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LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate
0.39%April 05 | MyPlanIQ portfolio symbol P_22723

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

Holdings




Historical Performance


LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate NA 5.58% 10.27% 7.64% 8.46% 8.53% 8.82% 8.08%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -8.37% 9.88% 9.47% 12.56% 9.59% 10.16% 7.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.89% 3.52% 3.82% 5.90% 5.02% 6.59% 5.19%
Data as of 01/31/2023, AR inception is 12/31/2000

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LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 04/05/2023, the worst annualized return of 3-year rolling returns for LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate is 2.71%.
From 12/31/2000 to 04/05/2023, the worst annualized return of 5-year rolling returns for LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate is 3.84%.
From 12/31/2000 to 04/05/2023, the worst annualized return of 10-year rolling returns for LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate is 6.6%.
From 12/31/2000 to 04/05/2023, the worst annualized return of 20-year rolling returns for LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate is 8.07%.

Maximum Drawdown

LEGGETT & PLATT, INCORPORATED STOCK BONUS PLAN Tactical Asset Allocation Moderate Maximum Drawdown