The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate
0.12%January 08 | MyPlanIQ portfolio symbol P_42893

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

Holdings




Historical Performance


The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate NA 35.71% 14.24% 14.82% 9.92% 9.57% 8.07% 7.47%
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 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for The Rite Aid 401(k) 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 The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate is -8.32%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate is -1.52%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate is 4.17%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate is 6.23%.

Maximum Drawdown

The Rite Aid 401(k) Plan Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012002-092003-102.818.72%
2004-032004-042004-050.22.34%
2004-062004-072004-090.32.91%
2004-122005-012005-010.11.26%
2005-022005-042005-050.32.32%
2005-092005-102005-100.11.62%
2006-012006-022006-020.10.63%
2006-042006-072006-090.42.87%
2007-012007-022007-020.10.64%
2007-052007-072007-080.32.33%
2007-102009-022010-113.135.23%
2011-042011-092012-111.613.88%
2013-052013-062013-060.10.94%
2013-072013-082013-080.11.56%
2013-122014-012014-010.11.97%
2014-022014-042014-040.20.82%
2014-062014-072014-070.10.91%
2014-082014-092014-100.21.60%
2014-112015-012015-010.21.90%
2015-022015-032015-030.10.88%
2015-052015-062015-060.11.07%
2015-072016-022016-060.96.51%
2016-092016-102016-100.10.95%
2017-112017-122017-120.10.67%
2018-012018-032018-070.53.12%
2018-082018-122019-030.69.06%
2019-042019-052019-050.13.61%
2019-072019-082019-090.21.03%
2020-012020-032020-050.311.48%
2020-082020-102020-100.23.78%
2021-062021-072021-070.10.60%
2021-082021-092021-090.11.91%
2021-102021-112021-110.10.83%
2021-122022-092022-12110.61%
2023-012023-022023-030.21.07%
2023-042023-052023-050.10.55%
2023-072023-102023-100.32.85%
2024-032024-042024-040.11.24%
2024-092024-102024-100.10.40%
2024-112024-122025-010.22.00%
2001-012003-102006-042006-092007-102010-112011-042012-112015-072016-062018-012018-072018-082019-032020-012020-052021-122022-12−35−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)