Select Page

Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate
0.10%January 08 | MyPlanIQ portfolio symbol P_59102

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

Holdings




Historical Performance


Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate NA 32.24% 11.06% 11.17% 7.99% 8.47% 6.70% 6.68%
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)

Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate

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

Retirement Spending Calculator for Eastern Michigan University Retirement Plan 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 Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate is -10.74%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate is -3.66%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate is 3.65%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate is 5.62%.

Maximum Drawdown

Eastern Michigan University Retirement Plan Strategic Asset Allocation - Optimal Moderate Maximum Drawdown