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Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate
0.58%February 27 | MyPlanIQ portfolio symbol P_77834

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

Holdings




Historical Performance


Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate NA 26.15% 13.67% 11.60% 7.72% 7.74% 8.44% 8.04%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

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Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate

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Retirement Spending Calculator for Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate

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Rolling Returns


From 12/31/2000 to 02/27/2025, the worst annualized return of 3-year rolling returns for Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate is 1.7%.
From 12/31/2000 to 02/27/2025, the worst annualized return of 5-year rolling returns for Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate is 2.32%.
From 12/31/2000 to 02/27/2025, the worst annualized return of 10-year rolling returns for Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate is 4.79%.
From 12/31/2000 to 02/27/2025, the worst annualized return of 20-year rolling returns for Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate is 6.9%.

Maximum Drawdown

Walgreen Company Profit-Sharing Retirement Plan Asset Allocation Composite Moderate Maximum Drawdown