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HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate
0.39%March 15 | MyPlanIQ portfolio symbol P_58527

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

Holdings




Historical Performance


HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 10.25% 0.78% 7.20% 4.47% 7.50% 6.56% 7.33%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 25.80% 10.13% 15.62% 11.97% 14.14% 9.59% 8.18%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 15.04% 2.36% 7.67% 5.68% 7.74% 5.90% 5.61%
Data as of 12/29/2023, AR inception is 12/31/2000

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HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 03/15/2024, the worst annualized return of 3-year rolling returns for HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is -6.27%.
From 12/31/2000 to 03/15/2024, the worst annualized return of 5-year rolling returns for HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is 1.33%.
From 12/31/2000 to 03/15/2024, the worst annualized return of 10-year rolling returns for HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is 3.56%.
From 12/31/2000 to 03/15/2024, the worst annualized return of 20-year rolling returns for HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is 6.31%.

Maximum Drawdown

HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown