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Holdings
Historical Performance
Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 6.62% | 1.78% | 4.27% | 4.92% | 5.83% | NA | 6.35% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 18.81% | 13.17% | 13.92% | 14.07% | 9.51% | 7.18% | 7.71% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 12.87% | 7.50% | 8.01% | 7.51% | 6.12% | 5.82% | 5.99% |
| 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 (%) | Advanced Micr... Moderate | 0.68 | 6.62 | 1.78 | 4.27 | 4.92 | 5.83 | NA | 6.35 | NA | NA | NA | NA | 1.49 | 10.84 | 4.81 | -4.18 | 9.06 | 7.00 | -2.82 | 0.59 | 14.71 | 8.46 | 2.11 | 9.12 | 19.96 | -4.27 | 5.68 | 12.33 | 3.27 | 11.72 | 19.38 | -2.73 | 4.38 | 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) | 1.26 | 18.81 | 13.17 | 13.92 | 14.07 | 9.51 | 7.18 | 7.71 | 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) | 0.51 | 12.87 | 7.50 | 8.01 | 7.51 | 6.12 | 5.82 | 5.99 | 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 | Advanced Micr... Moderate | NA | 1.63 | 0.34 | 0.70 | 0.64 | NA | NA | 0.80 | NA | NA | NA | NA | 0.15 | 1.14 | 0.71 | -0.72 | 1.74 | 1.44 | -0.54 | 0.09 | 1.98 | 1.73 | 0.27 | 0.90 | 2.42 | -1.37 | 0.30 | 1.31 | 0.19 | 1.42 | 2.88 | -0.97 | 0.54 | 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 | 0.59 | 0.94 | 0.83 | 0.66 | NA | NA | 0.45 | 0.41 | 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 | 0.82 | 0.73 | 0.60 | 0.49 | NA | NA | 0.51 | 1.05 | 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(%) | Advanced Micr... Moderate | NA | 9.42 | 7.31 | 6.70 | 6.46 | NA | NA | 6.71 | NA | NA | NA | NA | 9.66 | 9.28 | 4.76 | 7.59 | 4.84 | 4.73 | 5.26 | 6.31 | 7.41 | 4.87 | 7.73 | 10.03 | 8.20 | 3.79 | 9.05 | 6.92 | 5.83 | 7.60 | 6.49 | 3.95 | 3.81 | 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 | 19.83 | 17.23 | 17.43 | 18.48 | NA | NA | 18.10 | 24.35 | 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 | 10.47 | 10.12 | 10.09 | 10.41 | NA | NA | 11.48 | 12.44 | 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(%) | Advanced Micr... Moderate | NA | 9.89 | 14.66 | 16.23 | 16.23 | NA | NA | 16.23 | NA | NA | NA | NA | 2.58 | 13.33 | 3.92 | 10.74 | 1.72 | 2.97 | 5.88 | 5.80 | 5.11 | 3.92 | 5.68 | 8.66 | 4.85 | 5.66 | 6.49 | 7.70 | 5.28 | 7.67 | 3.83 | 6.14 | 3.56 | 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(%) | Advanced Micr... Moderate | NA | 4.64 | 3.56 | 2.74 | 2.75 | NA | NA | 3.23 | NA | NA | NA | NA | 0.06 | 4.51 | 3.66 | 2.45 | 0.20 | 3.06 | 3.41 | 3.87 | 1.78 | 2.78 | 2.21 | 2.69 | 2.15 | 1.60 | 6.80 | 8.41 | 4.27 | 5.24 | 1.57 | 1.17 | 2.80 | 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 11/30/2020, AR inception is 12/31/2000
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Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate
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Retirement Spending Calculator for Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate
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Rolling Returns
From 12/31/2000 to 02/25/2021, the worst annualized return of 3-year rolling returns for Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate is
-0.87%.
From 12/31/2000 to 02/25/2021, the worst annualized return of 5-year rolling returns for Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate is
0.88%.
From 12/31/2000 to 02/25/2021, the worst annualized return of 10-year rolling returns for Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate is
3.37%.
Maximum Drawdown
Advanced Micro Devices Inc (AMD) Retirement Savings Plan Tactical Asset Allocation Moderate Maximum Drawdown