Select Page

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

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

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

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

Retirement Spending Calculator for ACADIA PHARMACEUTICALS 401K PLAN AND TRUST Strategic Asset Allocation - Optimal 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 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