AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate
0.69%December 31 | MyPlanIQ portfolio symbol P_50335

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

Holdings


Recommended Holdings on 09/28/2018 (Delayed Holdings)

Fund Percentage
FSITX (FIDELITY U.S. BOND INDEX FUND PREMIUM CLASS) 39.75%
RGAEX (GROWTH FUND OF AMERICA CLASS R-4) 29.53%
MPEGX (MID CAP GROWTH PORTFOLIO CLASS I SHARES) 30.72%


Historical Performance


AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal 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 Strategic Asset Allocation - Optimal Moderate NA 4.39% 7.82% 7.73% 10.21% 7.80% NA 6.44%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

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AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


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

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

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Rolling Returns


From 12/31/2000 to 12/31/2018, the worst annualized return of 3-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is -6.94%.
From 12/31/2000 to 12/31/2018, the worst annualized return of 5-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is -0.14%.
From 12/31/2000 to 12/31/2018, the worst annualized return of 10-year rolling returns for AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate is 4.77%.

Maximum Drawdown

AMERICA`S PIZZA COMPANY LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate Maximum Drawdown

Maximum Drawdowns Table

Start DateTrough DateFull Recovered DateDuration of drawdown (year)Maximum Drawdown (%)
2001-012002-092005-044.332.04%
2005-092005-102005-100.11.22%
2006-012006-022006-020.10.99%
2006-042006-072006-090.44.40%
2006-112006-122006-120.10.32%
2007-012007-022007-020.10.46%
2007-052007-072007-080.31.96%
2007-102009-022010-082.831.00%
2010-102010-112010-110.10.53%
2011-042011-092012-010.810.93%
2012-042012-052012-070.33.72%
2012-092012-102012-100.10.74%
2013-052013-062013-060.11.83%
2013-072013-082013-080.11.74%
2013-122014-012014-010.11.18%
2014-022014-042014-040.20.65%
2014-062014-072014-070.11.20%
2014-082014-092014-090.11.44%
2014-112015-012015-010.20.50%
2015-022015-032015-030.10.40%
2015-052015-062015-060.11.44%
2015-072015-092015-110.35.16%
2015-122016-022016-020.23.88%
2016-092016-102016-100.11.39%
2016-112016-122016-120.11.02%
2017-112017-122017-120.11.70%
2018-012018-042018-040.32.61%
2018-062018-072018-070.10.00%
2018-092018-122018-120.310.82%
2001-012005-042006-042006-092007-102010-082011-042012-012015-072015-11−30−25−20−15−10−50
Monthly Drawdown ChartDateDaily Change (%)