SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate
0.03%January 08 | MyPlanIQ portfolio symbol P_43298

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

Holdings




Historical Performance


SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 32.29% 8.05% 9.73% 7.01% 8.00% 7.34% 7.55%
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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SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for SERVIGISTICS INC. 401K 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 SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate is -6.52%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate is 0.55%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate is 4.21%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate is 6.25%.

Maximum Drawdown

SERVIGISTICS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012001-032001-050.34.81%
2001-062001-092001-110.47.39%
2001-122002-012002-020.20.54%
2002-042002-092003-071.311.54%
2003-082003-092003-090.10.12%
2004-032004-042004-050.22.94%
2004-062004-072004-080.21.83%
2004-122005-012005-010.11.36%
2005-022005-042005-040.21.84%
2005-092005-102005-100.11.90%
2006-012006-022006-020.10.17%
2006-042006-052006-070.32.44%
2007-052007-072007-080.33.49%
2007-102009-022010-092.933.92%
2010-102010-112010-110.10.51%
2011-042011-092012-010.811.76%
2012-042012-052012-070.33.80%
2012-092012-102012-100.10.35%
2013-042013-062013-060.22.07%
2013-072013-082013-080.12.02%
2013-122014-012014-010.11.50%
2014-022014-032014-030.10.09%
2014-062014-072014-070.11.13%
2014-082014-092015-010.42.87%
2015-022015-032015-030.10.26%
2015-052015-092016-061.16.72%
2016-092016-122016-120.31.67%
2017-112017-122017-120.11.66%
2018-012018-032018-070.53.26%
2018-082018-122019-030.68.41%
2019-042019-052019-050.12.96%
2019-072019-082019-080.10.46%
2019-122020-032020-060.513.16%
2020-082020-102020-100.23.10%
2020-122021-012021-010.10.23%
2021-052021-072021-070.20.34%
2021-082021-092021-090.12.27%
2021-102022-092023-10219.96%
2024-032024-042024-040.11.22%
2024-092024-102024-100.10.23%
2024-112024-122025-010.22.40%
2001-012001-052001-062001-112002-042003-072007-102010-092011-042012-012014-082015-012015-052016-062018-012018-072018-082019-032019-122020-062021-102023-10−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)