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MyPlanIQ 401k Investor Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds Asset Allocation Composite Moderate

Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds Asset Allocation Composite Moderate

live (public) 0.01% September 29

Delayed Holdings (As of 07/31/2020)
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Asset Fund in this portfolio Price change* Original Fund Description Percentage
General Bond VBMFX (Vanguard Total Bond Market Index Inv) 0.09% Vanguard Total Bond Market Index 79.10%
US Equity VEXMX (Vanguard Extended Market Idx Inv) 0.59% Vanguard Extended Market Index 14.12%
International Equity VFWSX (Vanguard FTSE All-World ex-US Index Inst) 1.41% Vanguard FTSE All-World ex-US 6.78%

* Day change on 07/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Next Rebalance Date: 10/01/2020
Beta
Performance (As of 09/29/2020)

Inception Date: 12/31/2000

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds Asset Allocation Composite Moderate 2.4% 8.1% 5.5% 7.4% 7.4% 7.6%
VFINX (Vanguard (S&P 500) Index) 4.2% 13.6% 11.8% 13.7% 13.4% 9.0%
VBINX (Vanguard Balance (60% stocks/40% bonds) 5.9% 11.6% 9.2% 9.8% 9.5% 7.5%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
AR(%) 0.0 2.4 8.1 5.5 7.4 7.4 7.6 8.7 19.0 -6.5 13.7 10.9 -2.9 4.5 16.4 13.0 -0.7 11.5 17.6 1.4 5.6 10.3 7.2 13.0 24.7 8.4 6.4
SR NA 0.29 1.09 0.58 0.93 0.81 NA 0.93 2.43 -0.88 2.7 1.46 -0.42 0.63 2.14 1.49 -0.05 1.17 1.86 0.07 0.26 0.81 0.66 1.43 3.16 1.74 0.88
DD(%) NA 9.7 9.7 13.0 13.0 15.1 NA 15.1 3.6 13.0 1.8 4.6 8.5 6.1 6.0 7.1 15.1 8.0 5.0 6.5 6.6 7.4 4.7 7.2 3.5 2.5 3.4
SD(%) NA 7.5 7.0 7.7 7.1 8.6 NA 8.3 7.2 8.8 4.9 7.3 7.0 7.1 7.7 8.7 15.6 9.8 9.4 7.5 9.9 8.7 7.7 8.4 7.6 4.2 4.7
TR NA 0.72 1.94 0.27 0.36 0.2 NA 0.4 0.33 -0.16 0.21 0.33 -0.1 0.08 0.26 0.2 -0.01 0.34 1.62 -0.16 0.04 0.09 0.08 0.18 1.32 -0.92 -1.56
Alpha(%) NA 0.01 0.03 0.01 0.02 0.01 NA 0.03 0.01 -0.02 0.01 0.03 -0.01 -0.01 -0.01 0.02 -0.01 0.03 0.06 0.0 0.01 0.0 0.02 0.02 0.07 0.02 0.02
Beta(%) NA 0.03 0.04 0.17 0.18 0.34 NA 0.2 0.53 0.48 0.61 0.33 0.28 0.56 0.64 0.64 0.65 0.33 0.11 -0.03 0.58 0.79 0.66 0.66 0.18 -0.08 -0.03
RS NA 0.02 0.04 0.25 0.24 0.48 NA 0.22 0.85 0.87 0.71 0.34 0.4 0.82 0.86 0.89 0.94 0.38 0.1 0.03 0.87 0.82 0.78 0.75 0.17 0.24 0.01
SR NA 0.36 1.41 0.77 1.26 1.12 NA 1.3 3.62 -1.13 4.23 1.98 -0.54 0.86 3.05 2.25 -0.07 1.68 2.79 0.1 0.35 1.19 0.94 2.02 4.95 2.59 1.28
Yield(%) N/A 1.14 1.97 2.09 2.14 2.3 N/A 3.1 2.49 2.08 2.09 2.37 1.73 2.3 2.12 2.7 2.49 3.06 3.54 4.45 2.82 2.82 2.45 2.5 3.59 5.98 6.22

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 01/02/2001 when all charts have data
Portfolio Description

The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.

The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.

This portfolio belongs to Stanford University Tax-Deferred Annuity and Contributory Retirement Plan Core Funds.


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