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Hewlett-Packard Company 401(k) Plan
Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate
Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate
live (public) 0.15% September 25
Delayed
Holdings (As of 07/31/2020)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | PTRIX (PIMCO Mortgage-Backed Securities Instl) | 0.0% | PIMCO Asset Backed Securities Fund | 78.73% |
| US Equity | FCNTX (Fidelity Contrafund) | 1.33% | Fidelity Contrafund | 5.05% |
| US Equity | DSFRX (Domini Social Equity R) | 0.76% | Domini Social Equity Fund | 5.04% |
| CASH | CASH (CASH) | 0.0% | Interest-bearing cash | 0.04% |
| Real Estate | FRESX (Fidelity Real Estate Investment) | 0.20% | Fidelity Real Estate Investment Portfolio | 5.15% |
| Emerging Market Equity | RNWFX (American Funds New World R5) | 0.72% | American Funds New World Fund | 1.45% |
| International Equity | ARTIX (Artisan International Inv) | 1.07% | Artisan International Fund,, | 2.34% |
| International Equity | MIDJX (MFS International New Discovery R4) | 1.07% | MFS International New Discovery Fund | 2.20% |
* Day change on 07/31/2020.
Previous
Beta
Performance (As of 09/25/2020)
Inception Date: 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate | -7.3% | -3.7% | 2.8% | 5.4% | 7.2% | 8.4% |
| VFINX (Vanguard (S&P 500) Index) | 3.4% | 12.5% | 11.7% | 13.4% | 13.3% | 9.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 10.6% | 9.0% | 9.6% | 9.4% | 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(%) | -1.2 | -7.3 | -3.7 | 2.8 | 5.4 | 7.2 | 8.4 | 9.8 | 19.1 | -4.7 | 12.9 | 8.2 | -2.2 | 11.5 | 12.4 | 16.4 | 3.2 | 17.9 | 30.7 | -8.8 | 6.6 | 14.4 | 7.1 | 18.7 | 32.3 | 11.5 | 4.6 |
| SR | NA | -0.62 | -0.39 | 0.2 | 0.61 | 0.8 | NA | 1.06 | 2.79 | -0.72 | 2.83 | 1.25 | -0.32 | 1.86 | 1.74 | 2.25 | 0.21 | 1.72 | 3.06 | -0.92 | 0.35 | 1.61 | 0.74 | 2.2 | 4.34 | 1.88 | 0.4 |
| DD(%) | NA | 21.4 | 21.4 | 21.4 | 21.4 | 21.4 | NA | 21.4 | 2.5 | 10.6 | 1.9 | 4.1 | 8.3 | 4.5 | 8.2 | 6.1 | 12.8 | 8.1 | 4.5 | 18.1 | 7.4 | 6.5 | 4.0 | 8.9 | 5.3 | 3.3 | 6.4 |
| SD(%) | NA | 12.2 | 10.8 | 8.7 | 7.5 | 8.5 | NA | 8.4 | 6.3 | 8.4 | 4.3 | 6.4 | 7.1 | 6.2 | 7.1 | 7.3 | 14.9 | 10.3 | 10.0 | 10.5 | 10.4 | 6.9 | 6.7 | 8.1 | 7.3 | 5.5 | 5.6 |
| TR | NA | -0.35 | -0.19 | 0.06 | 0.16 | 0.17 | NA | 0.44 | 0.4 | -0.13 | 0.24 | 0.27 | -0.07 | 0.23 | 0.21 | 0.31 | 0.05 | 0.52 | 3.11 | 2.38 | 0.06 | 0.18 | 0.1 | 0.36 | 5.17 | -1.53 | -0.48 |
| Alpha(%) | NA | -0.05 | -0.03 | 0.0 | 0.01 | 0.01 | NA | 0.03 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | -0.01 | 0.03 | 0.01 | 0.05 | 0.1 | -0.04 | 0.01 | 0.02 | 0.02 | 0.05 | 0.1 | 0.03 | 0.01 |
| Beta(%) | NA | 0.22 | 0.22 | 0.29 | 0.28 | 0.39 | NA | 0.2 | 0.44 | 0.47 | 0.51 | 0.29 | 0.34 | 0.5 | 0.59 | 0.54 | 0.62 | 0.34 | 0.1 | -0.04 | 0.6 | 0.61 | 0.52 | 0.49 | 0.06 | -0.07 | -0.05 |
| RS | NA | 0.49 | 0.49 | 0.58 | 0.53 | 0.65 | NA | 0.23 | 0.77 | 0.9 | 0.61 | 0.36 | 0.56 | 0.86 | 0.84 | 0.88 | 0.93 | 0.36 | 0.07 | 0.03 | 0.85 | 0.78 | 0.64 | 0.46 | 0.02 | 0.1 | 0.03 |
| SR | NA | -0.7 | -0.45 | 0.25 | 0.77 | 1.07 | NA | 1.47 | 4.15 | -0.91 | 4.51 | 1.73 | -0.41 | 2.73 | 2.46 | 3.46 | 0.29 | 2.48 | 4.93 | -1.18 | 0.47 | 2.52 | 1.08 | 3.17 | 6.89 | 3.01 | 0.6 |
| Yield(%) | N/A | 1.33 | 2.97 | 4.08 | 3.6 | 3.81 | N/A | 5.12 | 3.98 | 4.59 | 4.28 | 3.61 | 2.45 | 4.71 | 2.27 | 4.79 | 1.95 | 7.84 | 8.47 | 4.91 | 7.8 | 6.76 | 4.43 | 6.96 | 6.85 | 3.8 | 5.52 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
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 Hewlett-Packard Company 401(k) Plan.
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