- Portfolio Overview
- Holdings
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Holdings
Historical Performance
Perot Systems Corporation 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 |
|---|---|---|---|---|---|---|---|---|
| Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 11.66% | 9.35% | 6.14% | 5.46% | 5.87% | 6.17% | 6.55% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 27.75% | 20.39% | 17.83% | 16.04% | 10.34% | 9.22% | 8.63% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 11.11% | 11.43% | 9.74% | 8.25% | 5.99% | 6.46% | 6.24% |
| 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 (%) | Perot Systems... Moderate | -2.44 | 11.66 | 9.35 | 6.14 | 5.46 | 5.87 | 6.17 | 6.55 | NA | NA | NA | -0.58 | 11.91 | 11.65 | 10.79 | -4.28 | 3.60 | 3.62 | -1.70 | 1.86 | 12.63 | 8.21 | 2.52 | 9.10 | 17.63 | -0.72 | 6.71 | 7.85 | 3.64 | 7.05 | 11.92 | 5.82 | 6.98 | 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) | -2.61 | 27.75 | 20.39 | 17.83 | 16.04 | 10.34 | 9.22 | 8.63 | 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) | -1.51 | 11.11 | 11.43 | 9.74 | 8.25 | 5.99 | 6.46 | 6.24 | 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 | Perot Systems... Moderate | NA | 0.59 | 1.24 | 0.75 | 0.79 | NA | NA | 0.90 | NA | NA | NA | -0.12 | 1.25 | 1.49 | 2.06 | -0.88 | 0.51 | 0.67 | -0.39 | 0.36 | 2.08 | 1.61 | 0.41 | 0.91 | 2.58 | -0.41 | 0.50 | 0.86 | 0.29 | 1.04 | 2.26 | 1.80 | 1.14 | 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 | 0.52 | 0.92 | 0.81 | 0.66 | NA | NA | 0.45 | 0.47 | 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 | 0.56 | 0.73 | 0.52 | 0.49 | NA | NA | 0.51 | 0.85 | 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(%) | Perot Systems... Moderate | NA | 9.09 | 7.51 | 6.97 | 6.17 | NA | NA | 6.04 | NA | NA | NA | 4.83 | 9.49 | 7.65 | 4.54 | 6.34 | 5.86 | 5.13 | 4.44 | 5.16 | 6.05 | 5.06 | 6.07 | 9.87 | 6.81 | 4.03 | 7.44 | 5.32 | 5.03 | 5.88 | 4.97 | 2.62 | 4.09 | 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 | 19.81 | 17.18 | 17.40 | 18.47 | NA | NA | 18.10 | 23.67 | 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 | 10.51 | 10.10 | 10.07 | 10.41 | NA | NA | 11.48 | 12.15 | 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(%) | Perot Systems... Moderate | NA | 4.00 | 9.77 | 10.98 | 10.98 | NA | NA | 10.98 | NA | NA | NA | 2.42 | 3.93 | 9.77 | 2.83 | 9.12 | 6.10 | 4.49 | 5.69 | 5.40 | 4.57 | 4.20 | 4.87 | 10.95 | 3.51 | 3.40 | 5.19 | 5.17 | 3.33 | 5.16 | 3.76 | 1.60 | 2.77 | 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(%) | Perot Systems... Moderate | NA | 10.31 | 7.31 | 5.04 | 5.07 | NA | NA | 4.66 | NA | NA | NA | 0.06 | 10.91 | 6.11 | 5.94 | 2.80 | 0.28 | 4.22 | 7.16 | 3.91 | 6.33 | 4.06 | 2.47 | 3.98 | 4.30 | 2.89 | 4.15 | 4.42 | 2.64 | 4.81 | 4.03 | 5.51 | 6.93 | 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 11/30/2021, AR inception is 12/31/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
calculate result (Annualized)
Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Retirement Spending Calculator for Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate
Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on
Rolling Returns
From 12/31/2000 to 02/14/2022, the worst annualized return of 3-year rolling returns for Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate is
0.79%.
From 12/31/2000 to 02/14/2022, the worst annualized return of 5-year rolling returns for Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate is
0.57%.
From 12/31/2000 to 02/14/2022, the worst annualized return of 10-year rolling returns for Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate is
3.49%.
From 12/31/2000 to 02/14/2022, the worst annualized return of 20-year rolling returns for Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate is
6.17%.
Maximum Drawdown
Perot Systems Corporation Retirement Savings Plan Tactical Asset Allocation Moderate Maximum Drawdown