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COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.68% May 03
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
US Equity | PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) | 0.11% | T. Rowe Price Growth Stock Fund Mutual Funds | 14.87% |
US Equity | VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 0.11% | Vanguard Institutional Index Fund Mutual Funds | 17.26% |
CASH | CASH (CASH) | 0.0% | Money market substitute | 0.01% |
General Bond | WACPX (WESTERN ASSET CORE PLUS BOND FUND CLASS I) | 0.11% | Western Asset Core Plus Fixed Income Fund (Fund N) | 37.75% |
International Equity | CEUFX (EUROPACIFIC GROWTH FUND CLASS 529-F-1) | 0.17% | EuroPacific Growth Fund Mutual Funds | 30.11% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/03/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS AND INVESTMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | 4.4% | 10.8% | 1.7% | 6.9% | 5.7% | 8.1% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 4.4 | 10.8 | 1.7 | 6.9 | 5.7 | 8.1 | 6.6 | 6.6 | 9.1 | -10.1 | 5.8 | 18.9 | 21.8 | -7.7 | 10.4 | 5.6 | 1.9 | 2.6 | 14.1 | 12.2 | 1.1 | 13.4 | 24.1 | -21.5 | 8.9 | 11.9 | 8.9 | 9.9 | 20.1 | -7.5 | 8.7 |
Sharpe Ratio | NA | 0.39 | 0.79 | -0.06 | 0.43 | 0.45 | NA | NA | 0.54 | 0.55 | -0.91 | 0.57 | 0.98 | 2.8 | -0.91 | 1.8 | 0.62 | 0.21 | 0.38 | 2.22 | 1.78 | 0.09 | 1.4 | 1.78 | -1.24 | 0.67 | 1.38 | 1.11 | 1.31 | 2.61 | -0.84 | 0.67 |
Draw Down(%) | NA | 3.4 | 9.9 | 16.0 | 24.2 | 24.2 | NA | NA | 31.7 | 9.9 | 16.0 | 6.3 | 24.2 | 3.5 | 14.5 | 4.0 | 8.5 | 8.0 | 5.1 | 5.8 | 5.5 | 11.7 | 7.0 | 12.8 | 28.5 | 6.2 | 6.3 | 4.0 | 5.7 | 6.5 | 17.5 | 10.9 |
Standard Deviation(%) | NA | 8.1 | 8.8 | 10.2 | 12.4 | 10.4 | NA | NA | 10.2 | 8.9 | 12.7 | 10.1 | 19.2 | 7.3 | 10.0 | 5.4 | 8.7 | 8.7 | 6.8 | 6.4 | 6.8 | 12.5 | 9.5 | 13.5 | 18.1 | 8.8 | 6.2 | 6.1 | 6.9 | 7.4 | 10.2 | 9.5 |
Treynor Ratio | NA | 0.05 | 0.1 | -0.01 | 0.1 | 0.09 | NA | NA | 0.11 | 0.08 | -0.23 | 0.09 | 0.36 | 0.38 | -0.16 | 0.17 | 0.09 | 0.04 | 0.05 | 0.27 | 0.24 | 0.02 | 0.27 | 0.51 | -0.52 | 0.11 | 0.15 | 0.13 | 0.17 | 0.5 | -0.24 | 0.16 |
Alpha | NA | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.0 | -0.04 | 0.03 | 0.02 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.04 | -0.02 | 0.02 | 0.01 | 0.02 | 0.02 | 0.03 | 0.0 | 0.04 |
Beta | NA | 0.62 | 0.67 | 0.54 | 0.54 | 0.54 | NA | NA | 0.48 | 0.59 | 0.51 | 0.66 | 0.52 | 0.54 | 0.55 | 0.59 | 0.61 | 0.51 | 0.55 | 0.53 | 0.51 | 0.52 | 0.5 | 0.47 | 0.43 | 0.52 | 0.56 | 0.52 | 0.54 | 0.39 | 0.37 | 0.4 |
RSquared | NA | 0.83 | 0.8 | 0.83 | 0.86 | 0.85 | NA | NA | 0.86 | 0.76 | 0.93 | 0.72 | 0.9 | 0.86 | 0.9 | 0.53 | 0.86 | 0.84 | 0.84 | 0.85 | 0.92 | 0.94 | 0.9 | 0.93 | 0.94 | 0.89 | 0.8 | 0.77 | 0.75 | 0.79 | 0.87 | 0.79 |
Sortino Ratio | NA | 0.6 | 1.17 | -0.08 | 0.58 | 0.6 | NA | NA | 0.75 | 0.79 | -1.25 | 0.79 | 1.26 | 4.18 | -1.16 | 2.46 | 0.84 | 0.29 | 0.5 | 3.18 | 2.77 | 0.12 | 2.06 | 2.6 | -1.62 | 0.91 | 2.1 | 1.62 | 1.84 | 4.1 | -1.16 | 0.97 |
Yield(%) | N/A | 0.93 | 4.1 | 4.34 | 3.99 | 4.06 | N/A | N/A | 3.67 | 3.95 | 1.91 | 6.55 | 3.32 | 3.74 | 3.67 | 0.3 | 4.28 | 6.04 | 6.64 | 2.71 | 3.04 | 2.72 | 3.13 | 2.94 | 2.68 | 6.53 | 5.38 | 4.6 | 3.23 | 2.53 | 0.97 | 2.55 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: Foreign Equity, US Equity, Fixed Income
that are covered in COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN. It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 9 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.