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401k Investor
Oracle Corporation 401(k) Savings and Investment Plan
Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate
Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.99% May 02
Delayed
Holdings (As of 02/28/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 0.01% |
| Emerging Market Equity | LZEMX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 1.58% | LAZARD EMRG MKTS EQ IS | 20.42% |
| International Equity | FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) | 1.25% | FIDELITY WORLDWIDE | 13.88% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.48% | DODGE & COX INTL STK | 3.50% |
| General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | GALLIARD STABLE VAL | 40.43% |
| US Equity | VIIIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES) | 1.60% | VANGUARD INST INDEX PLUS | 11.04% |
| US Equity | FGCKX (FIDELITY GROWTH COMPANY FUND CLASS K) | 1.81% | FIDELITY GROWTH CO K | 6.71% |
| US Equity | FCNKX (FIDELITY CONTRAFUND CLASS K) | 1.74% | FIDELITY CONTRAFUND K | 4.01% |
* Day change on 02/28/2025.
Previous
Beta
Performance (As of 05/02/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan Strategic Asset Allocation - Equal Weight Moderate | 2.6% | 15.4% | 15.3% | 14.1% | 9.0% | 8.3% |
| VFINX (Vanguard (S&P 500) Index) | -3.0% | 13.7% | 12.6% | 16.7% | 12.3% | 13.1% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -2.8% | 5.0% | 5.0% | 6.8% | 6.5% | 7.8% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 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(%) | -1.1 | 2.6 | 15.4 | 15.3 | 14.1 | 9.0 | 8.3 | 8.4 | 8.8 | 8.5 | 9.1 | 19.0 | 24.7 | -2.7 | 5.2 | 19.8 | 14.7 | -4.6 | 12.2 | 7.7 | -2.6 | 1.5 | 10.9 | 10.9 | -0.8 | 13.5 | 29.6 | -19.4 | 15.3 | 14.8 | 11.3 | 16.0 | 30.8 | -1.5 | 4.8 |
| Sharpe Ratio | NA | 0.36 | 0.8 | 1.46 | 1.34 | 0.77 | NA | NA | NA | NA | 0.82 | 1.46 | 3.01 | -0.38 | 0.59 | 1.13 | 2.0 | -0.67 | 2.26 | 0.87 | -0.3 | 0.21 | 1.71 | 1.81 | -0.08 | 1.47 | 2.25 | -1.13 | 1.34 | 1.61 | 1.85 | 2.03 | 5.02 | -0.31 | 0.27 |
| Draw Down(%) | NA | 8.1 | 8.7 | 8.7 | 13.9 | 20.4 | NA | NA | NA | NA | 31.3 | 5.5 | 3.4 | 13.0 | 5.1 | 20.4 | 4.1 | 11.8 | 2.6 | 6.6 | 9.4 | 7.0 | 5.0 | 5.4 | 10.7 | 6.9 | 14.4 | 31.3 | 5.8 | 8.9 | 3.8 | 8.5 | 6.3 | 15.6 | 11.4 |
| Standard Deviation(%) | NA | 12.7 | 10.2 | 9.2 | 9.5 | 9.7 | NA | NA | NA | NA | 9.5 | 8.5 | 6.8 | 10.9 | 8.9 | 17.2 | 6.7 | 8.8 | 5.1 | 8.7 | 8.8 | 7.2 | 6.3 | 6.0 | 11.2 | 9.1 | 13.1 | 18.0 | 9.1 | 7.1 | 4.9 | 7.4 | 6.0 | 8.3 | 9.0 |
| Treynor Ratio | NA | 0.11 | 0.18 | 0.3 | 0.27 | 0.16 | NA | NA | NA | NA | 0.18 | 0.22 | 0.46 | -0.1 | 0.09 | 0.41 | 0.27 | -0.12 | 0.21 | 0.12 | -0.05 | 0.03 | 0.21 | 0.25 | -0.02 | 0.29 | 0.66 | -0.49 | 0.25 | 0.19 | 0.26 | 0.33 | 1.26 | -0.11 | 0.07 |
| Alpha | NA | 0.07 | 0.02 | 0.04 | 0.02 | 0.01 | NA | NA | NA | NA | 0.02 | 0.01 | 0.04 | 0.02 | -0.04 | 0.04 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | -0.01 | 0.02 | -0.01 | 0.03 | 0.06 | -0.02 | 0.04 | 0.02 | 0.03 | 0.04 | 0.08 | 0.01 | 0.03 |
| Beta | NA | 0.42 | 0.46 | 0.44 | 0.46 | 0.48 | NA | NA | NA | NA | 0.43 | 0.57 | 0.45 | 0.4 | 0.59 | 0.47 | 0.49 | 0.48 | 0.56 | 0.62 | 0.53 | 0.54 | 0.52 | 0.43 | 0.45 | 0.47 | 0.45 | 0.41 | 0.49 | 0.59 | 0.35 | 0.46 | 0.24 | 0.24 | 0.34 |
| RSquared | NA | 0.86 | 0.76 | 0.77 | 0.76 | 0.82 | NA | NA | NA | NA | 0.77 | 0.73 | 0.74 | 0.78 | 0.75 | 0.9 | 0.84 | 0.87 | 0.54 | 0.87 | 0.88 | 0.74 | 0.83 | 0.85 | 0.89 | 0.85 | 0.86 | 0.87 | 0.73 | 0.69 | 0.54 | 0.48 | 0.46 | 0.57 | 0.65 |
| Sortino Ratio | NA | 0.53 | 1.11 | 2.12 | 1.92 | 1.05 | NA | NA | NA | NA | 1.14 | 2.08 | 4.64 | -0.53 | 0.82 | 1.47 | 2.81 | -0.87 | 3.36 | 1.19 | -0.4 | 0.28 | 2.4 | 2.81 | -0.1 | 2.14 | 3.37 | -1.49 | 2.0 | 2.39 | 2.83 | 2.82 | 8.25 | -0.43 | 0.36 |
| Yield(%) | N/A | 3.7 | 13.1 | 15.8 | 14.4 | 9.9 | 10.1 | 10.1 | 14.4 | 14.4 | 4.94 | 14.2 | 14.9 | 7.5 | 5.9 | 5.0 | 3.0 | 3.5 | 0.7 | 2.5 | 2.7 | 2.3 | 4.1 | 3.4 | 3.1 | 2.3 | 4.9 | 7.7 | 9.3 | 6.0 | 4.8 | 3.8 | 2.9 | 3.9 | 4.7 |
| Dividend Growth(%) | N/A | -68.7 | 6.6 | 277.8 | 547.4 | 219.9 | N/A | N/A | N/A | N/A | N/A | 18.2 | 92.0 | 34.6 | 40.7 | 92.8 | -19.9 | 452.0 | -68.7 | -8.2 | 19.3 | -39.9 | 34.4 | 10.0 | 50.5 | -38.7 | -48.1 | -5.3 | 75.2 | 43.3 | 43.3 | 71.7 | -26.4 | -13.7 | 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 4 major asset classes: Foreign Equity, US Equity, Emerging Market Equity, Fixed Income
that are covered in Oracle Corporation 401(k) Savings and Investment Plan. It then selects one or two funds for each of the 4 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 30 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.
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