Select Page

DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate
0.02%April 24 | MyPlanIQ portfolio symbol P_40012

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

Holdings




Historical Performance


DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate NA -1.90% 5.89% 3.74% 5.75% 5.33% 6.98% 5.70%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -8.37% 9.88% 9.47% 12.56% 9.59% 10.16% 7.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.89% 3.52% 3.82% 5.90% 5.02% 6.59% 5.19%
Data as of 01/31/2023, AR inception is 12/31/2000

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 04/24/2023, the worst annualized return of 3-year rolling returns for DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is -9.46%.
From 12/31/2000 to 04/24/2023, the worst annualized return of 5-year rolling returns for DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is -2.18%.
From 12/31/2000 to 04/24/2023, the worst annualized return of 10-year rolling returns for DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is 3.85%.
From 12/31/2000 to 04/24/2023, the worst annualized return of 20-year rolling returns for DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is 6.13%.

Maximum Drawdown

DIRECT TV DE PUERTO RICO 1165 E RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown