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VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate
0.12%November 25 | MyPlanIQ portfolio symbol P_28831

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

Holdings




Historical Performance


VIST FINANCIAL CORP.401(K) Retirement Savings 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
VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate NA 24.85% 8.14% 8.92% 5.48% 6.17% 5.80% 5.69%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 26.78% 9.17% 15.85% 12.87% 14.13% 10.56% 8.65%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.33% 2.49% 7.25% 6.00% 7.37% 6.28% 5.81%
Data as of 08/30/2024, AR inception is 12/31/2000

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VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 11/25/2024, the worst annualized return of 3-year rolling returns for VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -6.69%.
From 12/31/2000 to 11/25/2024, the worst annualized return of 5-year rolling returns for VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is -0.57%.
From 12/31/2000 to 11/25/2024, the worst annualized return of 10-year rolling returns for VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 2.39%.
From 12/31/2000 to 11/25/2024, the worst annualized return of 20-year rolling returns for VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate is 4.43%.

Maximum Drawdown

VIST FINANCIAL CORP.401(K) Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown