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MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate
0.06%August 08 | MyPlanIQ portfolio symbol P_46864

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

Holdings




Historical Performance


MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate NA 13.17% 6.93% 11.19% 8.98% 9.56% NA 8.78%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 17.32% 9.95% 15.24% 6.82% 7.64% 7.26% 6.03%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 4.61% 7.86% 4.21% 6.02% 6.40% 5.30%
Data as of 05/31/2017, AR inception is 12/31/2000

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MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 08/08/2017, the worst annualized return of 3-year rolling returns for MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate is 2.57%.
From 12/31/2000 to 08/08/2017, the worst annualized return of 5-year rolling returns for MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate is 5.69%.
From 12/31/2000 to 08/08/2017, the worst annualized return of 10-year rolling returns for MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate is 8.4%.

Maximum Drawdown

MCDERMOTT THRIFT PLAN Tactical Asset Allocation Moderate Maximum Drawdown