Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate | NA | -9.70% | 5.27% | 5.31% | 4.81% | 5.58% | 6.33% | 6.10% |
Data as of 03/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | -9.70 | 5.27 | 5.31 | 4.81 | 5.58 | 6.33 | 6.10 | 9.82 | -22.04 | 13.74 | 20.86 | 19.72 | -6.51 | 6.71 | 4.75 | -1.02 | 1.70 | 16.09 | 6.19 | -0.66 | 10.53 | 17.86 | 0.35 | 11.36 | 7.59 | 1.58 | 7.78 | 14.73 | -2.35 | 8.26 |
| Sharpe Ratio | NA | -0.11 | 0.29 | 0.35 | 0.45 | NA | NA | 0.65 | 0.71 | -1.23 | 1.35 | 1.81 | 2.48 | -1.22 | 1.93 | 1.29 | -0.27 | 0.37 | 2.57 | 1.35 | -0.07 | 1.08 | 2.46 | -0.12 | 0.93 | 0.77 | -0.10 | 1.03 | 2.42 | -0.55 | 1.23 |
| Standard Deviation(%) | NA | 16.11 | 14.21 | 12.14 | 9.11 | NA | NA | 7.94 | 11.12 | 19.11 | 10.17 | 11.40 | 7.39 | 6.44 | 3.15 | 3.53 | 3.84 | 4.51 | 6.25 | 4.54 | 9.79 | 9.68 | 7.22 | 4.61 | 8.98 | 5.59 | 5.63 | 6.67 | 5.79 | 6.27 | 4.85 |
| Draw Down(%) | NA | 14.40 | 27.01 | 27.01 | 27.01 | NA | NA | 27.01 | 6.27 | 25.92 | 4.91 | 10.96 | 3.81 | 12.92 | 1.62 | 2.04 | 4.76 | 3.22 | 4.63 | 4.26 | 10.46 | 7.24 | 3.96 | 3.36 | 5.68 | 5.37 | 4.88 | 5.65 | 3.88 | 10.03 | 3.70 |
| Yield(%) | NA | 2.54 | 3.40 | 3.63 | 2.91 | NA | NA | 3.57 | 0.42 | 2.03 | 3.76 | 4.49 | 4.05 | 3.82 | 0.32 | 2.36 | 2.17 | 3.39 | 3.62 | 4.42 | 1.40 | 4.37 | 4.95 | 3.24 | 3.49 | 3.29 | 2.54 | 2.65 | 4.07 | 5.72 | 7.88 |
Data as of 03/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate |
1.48%
Dec 2015 - Dec 2018 |
1.02%
Dec 2013 - Dec 2018 |
4.33%
Sep 2012 - Sep 2022 |
5.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate |
18.07%
Dec 2018 - Dec 2021 |
10.42%
Dec 2016 - Dec 2021 |
8.24%
Apr 2001 - Apr 2011 |
8.03%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart