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Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate
0.06%July 24 | MyPlanIQ portfolio symbol P_73881

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

Holdings




Historical Performance


Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate 1.38% 8.54% 6.79% 7.96% 6.23% 7.49% 8.67% 8.86%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.97% 11.94% 11.80% 15.55% 12.21% 12.85% 10.16% 8.24%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.15% 10.14% 6.94% 7.68% 5.84% 6.64% 6.00% 5.62%
Data as of 04/30/2025, AR inception is 12/31/2000

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Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate

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Retirement Spending Calculator for Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate

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Rolling Returns


From 12/31/2000 to 07/24/2025, the worst annualized return of 3-year rolling returns for Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate is 0.62%.
From 12/31/2000 to 07/24/2025, the worst annualized return of 5-year rolling returns for Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate is 3.15%.
From 12/31/2000 to 07/24/2025, the worst annualized return of 10-year rolling returns for Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate is 5.42%.
From 12/31/2000 to 07/24/2025, the worst annualized return of 20-year rolling returns for Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate is 8.47%.

Maximum Drawdown

Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate Maximum Drawdown