SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate
0.10%January 08 | MyPlanIQ portfolio symbol P_43283

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

Holdings




Historical Performance


SAS 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
SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate NA 25.37% 3.27% 7.63% 6.55% 7.68% 6.84% 7.44%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is -7.68%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is -0.95%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is 4.83%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate is 6.29%.

Maximum Drawdown

SAS RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012001-032001-030.22.20%
2001-052001-092001-100.45.78%
2001-122002-012002-010.10.43%
2002-052002-092003-05110.56%
2004-032004-042004-080.42.80%
2004-122005-012005-010.11.25%
2005-022005-042005-040.22.03%
2005-092005-102005-110.22.34%
2006-012006-022006-020.10.69%
2006-042006-062006-080.32.27%
2007-052007-072007-080.31.89%
2007-102009-022010-113.136.16%
2011-042011-092012-081.313.10%
2012-092012-102012-100.10.69%
2013-052013-062013-060.12.12%
2013-072013-082013-080.12.10%
2013-122014-012014-010.11.32%
2014-022014-042014-050.31.82%
2014-062014-072014-070.11.56%
2014-082014-092014-100.21.57%
2014-112014-122015-010.20.25%
2015-022015-032015-040.20.20%
2015-052015-062015-060.11.16%
2015-072016-022016-040.84.73%
2016-092016-112016-120.31.76%
2017-052017-062017-060.10.42%
2017-112018-122019-031.39.59%
2019-042019-052019-050.12.84%
2020-012020-032020-050.312.09%
2020-082020-102020-100.23.49%
2020-122021-012021-010.10.51%
2021-022021-032021-030.10.29%
2021-082021-092021-090.12.50%
2021-102021-112021-110.11.68%
2021-122022-092024-022.221.79%
2024-032024-042024-040.13.50%
2024-092024-102024-100.12.11%
2024-112024-122025-010.25.02%
2001-052001-102002-052003-052004-032004-082006-042006-082007-102010-112011-042012-082015-072016-042017-112019-032020-012020-052021-122024-02−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)