AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate
1.07%May 30 | MyPlanIQ portfolio symbol P_50333

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

Holdings


Recommended Holdings on 02/28/2023 (Delayed Holdings)

Fund Percentage
CASH (CASH) 0.00%
PTTRX (TOTAL RETURN FUND INSTITUTIONAL) 31.93%
FSTVX (FIDELITY TOTAL MARKET INDEX FUND PREMIUM CLASS) 36.18%
RGAEX (GROWTH FUND OF AMERICA CLASS R-4) 31.89%


Historical Performance


AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate Historical Returns

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%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -7.87% 18.61% 11.63% 12.18% 9.95% 10.26% 7.40%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -6.07% 8.35% 4.72% 5.67% 5.16% 6.60% 5.18%
Data as of 03/31/2023, AR inception is 12/31/2000

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AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate

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Retirement Spending Calculator for AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate

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Rolling Returns


From 12/31/2000 to 05/30/2023, the worst annualized return of 3-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate is 1.48%.
From 12/31/2000 to 05/30/2023, the worst annualized return of 5-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate is 1.02%.
From 12/31/2000 to 05/30/2023, the worst annualized return of 10-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate is 4.33%.
From 12/31/2000 to 05/30/2023, the worst annualized return of 20-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate is 6%.

Maximum Drawdown

AMERICA`S PIZZA COMPANY LLC 401K PLAN Tactical Asset Allocation Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-032001-042001-050.20.74%
2001-102001-122002-010.31.72%
2002-022002-072003-041.29.17%
2003-062003-072003-070.10.43%
2004-032004-072004-100.62.80%
2004-122005-042005-100.82.86%
2006-012006-022006-020.10.71%
2006-042006-072006-090.42.80%
2007-012007-022007-020.10.22%
2007-052007-072007-080.31.87%
2007-102007-122007-120.22.34%
2008-022008-092009-041.22.66%
2009-092009-102009-100.11.58%
2009-122010-012010-010.11.87%
2010-042010-062010-090.46.03%
2010-102010-112010-110.10.38%
2011-042011-112012-121.78.62%
2013-052013-062013-060.11.39%
2013-072013-082013-080.11.22%
2013-122014-012014-010.11.65%
2014-022014-042014-050.32.45%
2014-062014-072014-070.10.76%
2014-082014-102015-010.41.56%
2015-022015-122016-031.13.16%
2016-042016-052016-050.10.04%
2016-092016-122017-020.42.04%
2017-052017-062017-060.10.01%
2017-082017-092017-090.10.23%
2017-112017-122017-120.10.65%
2018-012018-032018-050.31.52%
2018-082018-122019-030.69.60%
2019-042019-052019-050.13.42%
2019-072019-082019-090.20.48%
2020-012020-022020-050.33.53%
2020-082020-102020-100.23.88%
2020-122021-012021-010.10.20%
2021-042021-052021-050.10.00%
2021-082021-092021-090.12.93%
2021-102022-092023-051.624.81%
2002-022003-042004-032004-102004-122005-102006-042006-092008-022009-042010-042010-092011-042012-122014-082015-012015-022016-032016-092017-022018-012018-052018-082019-032020-012020-052021-10−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)