ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate
0.01%January 08 | MyPlanIQ portfolio symbol P_50110

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

Holdings




Historical Performance


ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate NA 25.78% 2.30% 7.51% 6.05% 7.26% 6.70% 6.23%
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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ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for ACADIA PHARMACEUTICALS 401K PLAN AND TRUST 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 ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate is -6.59%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate is -0.78%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate is 4.28%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate is 5.97%.

Maximum Drawdown

ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012002-092003-112.819.79%
2004-022004-072004-090.62.17%
2004-122005-012005-010.11.06%
2005-022005-042005-040.21.73%
2005-092005-102005-100.11.45%
2006-012006-022006-020.10.80%
2006-042006-052006-080.32.51%
2007-052007-072007-080.31.47%
2007-102009-022010-092.933.43%
2010-102010-112010-110.11.02%
2011-042011-092012-081.312.95%
2012-092012-102012-100.10.31%
2013-042013-062013-060.22.31%
2013-072013-082013-080.11.59%
2013-122014-012014-010.11.31%
2014-022014-042014-040.21.01%
2014-062014-072014-070.11.84%
2014-082014-092014-100.22.38%
2014-112015-012015-010.21.09%
2015-022015-032015-030.10.07%
2015-052015-062015-060.11.31%
2015-072015-092016-060.96.27%
2016-092016-102016-120.31.63%
2017-072017-082017-090.21.12%
2017-112017-122017-120.11.86%
2018-012018-032018-060.42.95%
2018-082018-122019-050.88.69%
2019-072019-082019-080.10.31%
2020-012020-032020-050.311.34%
2020-082020-102020-100.23.67%
2020-122021-012021-010.10.28%
2021-082021-092021-090.12.81%
2021-102022-092024-022.323.32%
2024-032024-042024-040.13.12%
2024-092024-102024-100.12.29%
2024-112024-122025-010.24.17%
2001-012003-112004-022004-092006-042006-082007-102010-092011-042012-082015-072016-062018-012018-062018-082019-052020-012020-052021-102024-02−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)