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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 21.20% 0.94% 5.44% 5.42% 6.79% 5.80% 5.54%
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