CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
0.02%January 08 | MyPlanIQ portfolio symbol P_46334

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

Holdings




Historical Performance


CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate NA 19.11% 1.99% 9.10% 6.83% 7.42% 6.50% 6.28%
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

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate

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

Retirement Spending Calculator for CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is -8.04%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is -1.3%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is 3.87%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate is 6.06%.

Maximum Drawdown

CONAGRA FOODS RETIREMENT INCOME SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012003-032003-092.717.24%
2004-032004-042004-080.42.62%
2004-122005-012005-010.11.26%
2005-022005-042005-050.32.75%
2005-092005-102005-100.12.03%
2006-012006-022006-020.10.15%
2006-042006-072006-090.42.67%
2007-012007-022007-020.10.09%
2007-052007-072007-080.31.96%
2007-102009-022010-113.135.16%
2011-042011-092012-081.312.39%
2012-092012-102012-100.10.19%
2013-042013-062013-060.22.24%
2013-072013-082013-080.11.49%
2013-122014-012014-020.22.37%
2014-032014-042014-040.10.37%
2014-062014-092015-010.63.13%
2015-022015-032015-030.10.02%
2015-052016-022016-071.29.31%
2016-092016-102016-120.32.18%
2017-072017-082017-080.10.23%
2017-112017-122017-120.10.21%
2018-012018-042018-070.52.98%
2018-082018-122019-030.610.06%
2019-042019-052019-050.14.25%
2019-062019-082019-090.31.28%
2019-122020-032020-050.412.92%
2020-082020-092020-100.21.21%
2021-022021-032021-030.10.44%
2021-062021-072021-070.10.11%
2021-082022-092024-022.517.85%
2024-032024-042024-060.32.64%
2024-092024-102024-100.11.14%
2024-112024-122025-010.25.74%
2001-012003-092004-032004-082006-042006-092007-102010-112011-042012-082014-062015-012015-052016-072018-012018-072018-082019-032019-122020-052021-082024-02−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)