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AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate
0.65%November 12 | MyPlanIQ portfolio symbol P_50166

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

Holdings




Historical Performance


AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 9.55% 9.90% 8.74% 9.93% 10.31% NA 9.12%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.49% 15.94% 14.26% 10.78% 9.30% 7.62% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.52% 7.89% 7.19% 6.09% 6.53% 6.39% 5.59%
Data as of 08/31/2018, AR inception is 12/31/2000

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AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 11/12/2018, the worst annualized return of 3-year rolling returns for AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate is 5.46%.
From 12/31/2000 to 11/12/2018, the worst annualized return of 5-year rolling returns for AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate is 6.42%.
From 12/31/2000 to 11/12/2018, the worst annualized return of 10-year rolling returns for AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate is 8.51%.

Maximum Drawdown

AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate Maximum Drawdown