Select Page

SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate
0.15%December 31 | MyPlanIQ portfolio symbol P_41370

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

Holdings




Historical Performance


SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate NA 4.11% 8.84% 7.32% 6.50% NA NA 7.84%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.30% 16.02% 14.14% 7.73% 4.59% 8.48% 5.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 1.80% 7.24% 6.95% 5.49% 4.90% 7.00% 5.29%
Data as of 10/30/2015, AR inception is 12/31/2000

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate

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

Retirement Spending Calculator for SHAKER ADVERTISING AGENCY EES 401(K) 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 12/31/2015, the worst annualized return of 3-year rolling returns for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate is -8.01%.
From 12/31/2000 to 12/31/2015, the worst annualized return of 5-year rolling returns for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate is -1.14%.
From 12/31/2000 to 12/31/2015, the worst annualized return of 10-year rolling returns for SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate is 5.78%.

Maximum Drawdown

SHAKER ADVERTISING AGENCY EES 401(K) PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown