- Portfolio Overview
- Holdings
- Performance
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- Rolling Returns
- Drawdowns
Holdings
Historical Performance
REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -8.53% | 4.44% | 1.92% | 4.21% | 4.60% | 7.41% | 7.77% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | -18.45% | 7.76% | 9.18% | 12.45% | 8.70% | 9.69% | 7.39% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | -16.06% | 1.68% | 3.16% | 5.60% | 4.36% | 6.21% | 5.17% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | REC SILICON I... Moderate | 0.02 | -8.53 | 4.44 | 1.92 | 4.21 | 4.60 | 7.41 | 7.77 | NA | NA | 49,705.40 | -8.56 | 5.89 | 17.58 | 0.66 | -3.09 | 13.01 | 10.77 | -5.87 | -0.60 | 16.14 | 7.99 | -7.28 | 6.02 | 27.82 | -4.21 | 14.82 | 17.70 | 8.79 | 13.68 | 26.73 | 8.26 | 6.83 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -0.11 | -18.45 | 7.76 | 9.18 | 12.45 | 8.70 | 9.69 | 7.39 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -0.29 | -16.06 | 1.68 | 3.16 | 5.60 | 4.36 | 6.21 | 5.17 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | REC SILICON I... Moderate | NA | 77.73 | 2.06 | 0.91 | 0.47 | NA | NA | 0.31 | NA | NA | 32.73 | -1.04 | 0.57 | 1.65 | -0.13 | -0.61 | 2.17 | 1.92 | -1.16 | -0.10 | 2.51 | 1.35 | -0.66 | 0.50 | 2.75 | -0.94 | 0.92 | 1.36 | 1.07 | 1.42 | 3.79 | 1.78 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.52 | 0.92 | 0.81 | 0.66 | NA | NA | 0.45 | 0.47 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.56 | 0.73 | 0.52 | 0.49 | NA | NA | 0.51 | 0.85 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | REC SILICON I... Moderate | NA | 621.26 | 358.05 | 277.39 | 196.19 | NA | NA | 132.03 | NA | NA | 1,518.52 | 9.56 | 10.33 | 10.54 | 5.82 | 7.17 | 5.69 | 5.50 | 5.11 | 6.33 | 6.40 | 5.88 | 11.12 | 11.91 | 10.06 | 5.46 | 12.90 | 10.59 | 6.17 | 8.96 | 6.87 | 4.02 | 4.71 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.81 | 17.18 | 17.40 | 18.47 | NA | NA | 18.10 | 23.67 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.51 | 10.10 | 10.07 | 10.41 | NA | NA | 11.48 | 12.15 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | REC SILICON I... Moderate | NA | 10.14 | 15.77 | 15.98 | 17.66 | NA | NA | 17.66 | NA | NA | 1.94 | 13.05 | 6.19 | 12.14 | 5.34 | 9.83 | 2.78 | 2.63 | 6.79 | 7.14 | 4.40 | 5.64 | 12.79 | 10.14 | 5.31 | 7.75 | 11.32 | 14.66 | 4.96 | 10.15 | 3.29 | 1.80 | 3.23 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | REC SILICON I... Moderate | NA | 23.88 | 13.29 | 9.19 | 6.69 | NA | NA | 5.19 | NA | NA | 17.50 | 6.52 | 6.15 | 9.62 | 3.11 | 2.87 | 0.36 | 4.13 | 5.49 | 5.19 | 6.11 | 5.24 | 1.91 | 2.65 | 4.38 | 3.20 | 4.54 | 2.97 | 2.16 | 2.58 | 3.40 | 5.93 | 8.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 12/30/2022, AR inception is 12/31/2000
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REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate
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Retirement Spending Calculator for REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate
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Rolling Returns
From 12/31/2000 to 03/03/2023, the worst annualized return of 3-year rolling returns for REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate is
-0.51%.
From 12/31/2000 to 03/03/2023, the worst annualized return of 5-year rolling returns for REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate is
1.22%.
From 12/31/2000 to 03/03/2023, the worst annualized return of 10-year rolling returns for REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate is
2.42%.
From 12/31/2000 to 03/03/2023, the worst annualized return of 20-year rolling returns for REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate is
7.24%.
Maximum Drawdown
REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate Maximum Drawdown