NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate
0.17%October 24 | MyPlanIQ portfolio symbol P_42177

  • 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: 07/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 26.31% 14.16% 13.03% 8.71% 8.67% 7.48% 7.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.98% 9.50% 14.93% 13.04% 14.22% 10.40% 8.53%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.97% 2.24% 6.79% 6.03% 7.43% 6.20% 5.72%

NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate Return Calculator

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Calculators


Dollar Cost Average Calculator for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 10/24/2024, the worst annualized return of 3-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate is -7.64%.

From 12/31/2000 to 10/24/2024, the worst annualized return of 5-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate is -0.34%.

From 12/31/2000 to 10/24/2024, the worst annualized return of 10-year rolling returns for NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate is 3.42%.


Maximum Drawdown

NISSAN EMPLOYEE 401K PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown