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LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate
0.32%November 13 | MyPlanIQ portfolio symbol P_39990

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

Holdings




Historical Performance


LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate NA 17.63% 1.73% 5.06% 7.30% 8.75% 8.09% 8.26%
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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LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 11/13/2024, the worst annualized return of 3-year rolling returns for LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate is -7.97%.
From 12/31/2000 to 11/13/2024, the worst annualized return of 5-year rolling returns for LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate is -0.61%.
From 12/31/2000 to 11/13/2024, the worst annualized return of 10-year rolling returns for LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate is 5.69%.
From 12/31/2000 to 11/13/2024, the worst annualized return of 20-year rolling returns for LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate is 7.32%.

Maximum Drawdown

LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate Maximum Drawdown