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Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate
0.58%October 16 | MyPlanIQ portfolio symbol P_33413

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

Holdings




Historical Performance


Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate NA 6.70% 3.48% 3.23% 3.52% 4.05% 6.36% 6.93%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 13.17% 13.73% 12.13% 12.54% 11.06% 10.01% 7.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.09% 4.66% 5.14% 5.92% 5.73% 6.26% 5.45%
Data as of 07/31/2023, AR inception is 12/31/2000

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Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 10/16/2023, the worst annualized return of 3-year rolling returns for Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate is -4.15%.
From 12/31/2000 to 10/16/2023, the worst annualized return of 5-year rolling returns for Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate is 0.02%.
From 12/31/2000 to 10/16/2023, the worst annualized return of 10-year rolling returns for Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate is 2.75%.
From 12/31/2000 to 10/16/2023, the worst annualized return of 20-year rolling returns for Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate is 5.86%.

Maximum Drawdown

Norwalk Radiology Center 401K Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown