Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate
0.06%May 01 | MyPlanIQ portfolio symbol P_69935

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

Portfolio Overview



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Holdings




Historical Performance


Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate 5.22% 11.26% 8.65% 4.30% 5.15% 5.15% 6.13% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.66% 18.70% 21.52% 13.49% 15.39% 13.55% 10.70% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.88% 18.57% 14.30% 6.87% 8.64% 7.15% 6.36% … …
Data as of 02/27/2026, Common starting date is 12/31/2000

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Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate Historical Return Chart

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Calculators


Dollar Cost Average Calculator for Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate

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Retirement Spending Calculator for Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 05/01/2026, the worst annualized return of 3-year rolling returns for Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate is -0.87%.
From 12/31/2000 to 05/01/2026, the worst annualized return of 5-year rolling returns for Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate is 0.19%.
From 12/31/2000 to 05/01/2026, the worst annualized return of 10-year rolling returns for Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate is 2.25%.
From 12/31/2000 to 05/01/2026, the worst annualized return of 20-year rolling returns for Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate is 5.8%.

Maximum Drawdown

Encore Dermatology 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate Maximum Drawdown