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DR Horton`s 401K plan Tactical Asset Allocation Moderate
0.17%January 30 | MyPlanIQ portfolio symbol P_51814

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

Holdings




Historical Performance


DR Horton`s 401K plan Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DR Horton`s 401K plan Tactical Asset Allocation Moderate NA 136.09% 32.56% 21.24% 11.77% 11.96% 9.84% 8.48%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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DR Horton`s 401K plan Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for DR Horton`s 401K plan Tactical Asset Allocation Moderate

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Retirement Spending Calculator for DR Horton`s 401K plan Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for DR Horton`s 401K plan Tactical Asset Allocation Moderate is -3.58%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for DR Horton`s 401K plan Tactical Asset Allocation Moderate is 1.96%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for DR Horton`s 401K plan Tactical Asset Allocation Moderate is 3.7%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for DR Horton`s 401K plan Tactical Asset Allocation Moderate is 5.18%.

Maximum Drawdown

DR Horton`s 401K plan Tactical Asset Allocation Moderate Maximum Drawdown