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Holdings
Historical Performance
NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate | NA | 18.85% | 3.19% | 7.28% | 5.43% | 6.32% | 6.40% | 6.80% |
| 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% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NORTHROP GRUM... Moderate | -0.74 | 18.85 | 3.19 | 7.28 | 5.43 | 6.32 | 6.40 | 6.80 | NA | 4.24 | 9.16 | -6.33 | 5.14 | 16.38 | 17.13 | -6.69 | 8.78 | 2.70 | 1.39 | 1.33 | 16.47 | 12.75 | -3.07 | 10.56 | 25.70 | -20.65 | 9.91 | 13.60 | 9.60 | 11.32 | 23.60 | -4.42 | 4.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | -1.79 | 37.82 | 8.86 | 15.20 | 12.89 | 14.04 | 10.46 | 8.70 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | -1.02 | 22.89 | 2.25 | 6.63 | 6.01 | 7.19 | 6.10 | 5.79 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | NORTHROP GRUM... Moderate | NA | -0.13 | -0.17 | 0.25 | 0.33 | NA | NA | 0.47 | 0.11 | -0.28 | 0.59 | -0.58 | 0.50 | 0.90 | 2.25 | -0.89 | 1.52 | 0.27 | 0.15 | 0.15 | 2.23 | 1.45 | -0.21 | 0.86 | 1.67 | -1.10 | 0.75 | 1.45 | 1.08 | 1.27 | 2.86 | -0.56 | 0.31 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.51 | 0.88 | 0.82 | 0.65 | NA | NA | 0.45 | 0.43 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.72 | 0.74 | 0.55 | 0.50 | NA | NA | 0.51 | 0.97 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | NORTHROP GRUM... Moderate | NA | 8.35 | 10.23 | 12.19 | 10.31 | NA | NA | 10.67 | 5.44 | 8.40 | 8.34 | 13.21 | 10.31 | 17.94 | 6.99 | 8.95 | 5.38 | 9.09 | 9.12 | 8.61 | 7.37 | 8.74 | 14.43 | 12.11 | 15.36 | 19.67 | 9.18 | 7.11 | 6.86 | 8.18 | 8.00 | 9.79 | 8.55 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.85 | 17.21 | 17.41 | 18.48 | NA | NA | 18.10 | 24.02 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.49 | 10.11 | 10.08 | 10.41 | NA | NA | 11.48 | 12.31 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | NORTHROP GRUM... Moderate | NA | 6.70 | 14.91 | 21.38 | 21.38 | NA | NA | 32.65 | 0.29 | 6.70 | 7.30 | 14.91 | 6.20 | 21.38 | 4.05 | 12.78 | 4.67 | 9.76 | 9.33 | 5.85 | 6.11 | 7.99 | 14.55 | 9.55 | 14.89 | 30.98 | 6.51 | 8.21 | 4.30 | 6.84 | 7.70 | 15.73 | 11.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | NORTHROP GRUM... Moderate | NA | 4.67 | 4.40 | 3.48 | 3.64 | NA | NA | 3.70 | NA | 0.90 | 4.54 | 3.25 | 4.51 | 1.44 | 3.12 | 4.65 | 0.54 | 1.82 | 7.48 | 4.67 | 0.96 | 4.30 | 3.02 | 2.47 | 2.34 | 3.94 | 6.98 | 6.34 | 5.97 | 2.63 | 3.03 | 2.31 | 4.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2024, AR inception is 12/31/2000
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NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate
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Retirement Spending Calculator for NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight 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 NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate is
-4.41%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate is
0.77%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate is
4.07%.
From 12/31/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate is
5.89%.
Maximum Drawdown
NORTHROP GRUMMAN SHIPBUILDING INC NEWPORT NEWS OPERATIONS TARGET BENEFIT PLAN FOR EES COVERED BY USWA LOCAL 8888 COLLECTIVE BARGAINING Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown