PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate
0.01%January 08 | MyPlanIQ portfolio symbol P_42540

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

Holdings




Historical Performance


PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA 29.78% 10.50% 11.90% 7.86% 8.34% 7.34% 7.61%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 21.20% 0.94% 5.44% 5.42% 6.79% 5.80% 5.54%
Data as of 10/31/2024, AR inception is 12/31/2000

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PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is -9.72%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is -1.82%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 4.06%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate is 6.19%.

Maximum Drawdown

PFIZER SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012001-032001-030.23.30%
2001-062001-092001-110.46.83%
2001-122002-022002-020.20.46%
2002-042003-032003-071.313.89%
2003-082003-092003-090.10.18%
2004-032004-042004-050.23.01%
2004-062004-072004-080.22.24%
2004-122005-012005-010.10.92%
2005-022005-042005-050.32.37%
2005-092005-102005-100.11.79%
2006-012006-022006-020.10.86%
2006-042006-072006-090.42.97%
2007-012007-022007-020.10.24%
2007-052007-072007-080.30.81%
2007-102009-022010-113.139.26%
2011-042011-092012-101.513.72%
2013-012013-022013-020.10.25%
2013-052013-062013-060.12.13%
2013-072013-082013-080.12.26%
2013-122014-012014-010.12.16%
2014-022014-032014-030.10.12%
2014-062014-072014-070.10.66%
2014-082015-012015-010.42.62%
2015-022015-032015-030.10.49%
2015-052016-022016-111.59.56%
2017-112017-122017-120.10.31%
2018-012018-122019-031.29.73%
2019-042019-052019-050.13.60%
2019-062019-082019-090.31.40%
2019-122020-032020-060.513.58%
2020-082020-102020-100.24.00%
2021-062021-072021-070.10.80%
2021-082021-092021-090.11.92%
2021-102021-112021-110.11.75%
2021-122022-092023-031.314.53%
2023-042023-052023-050.11.28%
2023-072023-102023-100.32.80%
2024-032024-042024-040.10.73%
2024-092024-102024-100.10.20%
2024-112024-122025-010.21.47%
2001-062001-112002-042003-072006-042006-092007-102010-112011-042012-102014-082015-012015-052016-112018-012019-032019-122020-062021-122023-03−40−30−20−100
Monthly Drawdown ChartDateDaily Change (%)