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AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate
0.81%February 27 | MyPlanIQ portfolio symbol P_73883

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

Holdings




Historical Performance


AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate NA 29.03% 14.24% 12.08% 9.40% 9.62% 8.99% 9.94%
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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AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate

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Retirement Spending Calculator for AT&T LONG TERM SAVINGS AND SECURITY 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 AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate is 2.69%.
From 12/31/2000 to 02/27/2025, the worst annualized return of 5-year rolling returns for AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate is 4.13%.
From 12/31/2000 to 02/27/2025, the worst annualized return of 10-year rolling returns for AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate is 6.91%.
From 12/31/2000 to 02/27/2025, the worst annualized return of 20-year rolling returns for AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate is 8.05%.

Maximum Drawdown

AT&T LONG TERM SAVINGS AND SECURITY PLAN Asset Allocation Composite Moderate Maximum Drawdown