Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate
0.10%January 30 | MyPlanIQ portfolio symbol P_15680

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

Holdings




Historical Performance


The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate NA -3.62% 2.43% 0.85% 2.01% 4.07% 5.18% 6.06%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%

Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate Return Calculator

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Calculators


Dollar Cost Average Calculator for Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate

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Retirement Spending Calculator for Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate is -1.64%.

From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate is 0.11%.

From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate is 2.01%.


Maximum Drawdown

Regions Financial Corporation 401(k) Plan Tactical Asset Allocation Moderate Maximum Drawdown