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KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate
0.01%December 29 | MyPlanIQ portfolio symbol P_27052

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

Holdings




Historical Performance


KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate NA 10.17% 6.01% 6.21% 3.77% 8.27% NA 6.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, AR inception is 12/31/2000

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KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 12/29/2017, the worst annualized return of 3-year rolling returns for KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate is -6.86%.
From 12/31/2000 to 12/29/2017, the worst annualized return of 5-year rolling returns for KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate is 0.54%.
From 12/31/2000 to 12/29/2017, the worst annualized return of 10-year rolling returns for KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate is 3.58%.

Maximum Drawdown

KIRBY 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown