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AT&T SAVINGS AND SECURITY PLAN
AT&T SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate
AT&T SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.01% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | CASH (CASH) | 0.0% | Money market substitute | 100.00% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| AT&T SAVINGS AND SECURITY PLAN Strategic Asset Allocation - Equal Weight Moderate | -0.6% | 6.6% | 3.8% | 3.4% | 2.1% | 1.4% |
| VFINX (Vanguard (S&P 500) Index) | 2.0% | 14.4% | 14.6% | 16.0% | 12.9% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 10.9% | 9.1% | 8.8% | 8.0% | 9.2% |
* 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 12/31/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -0.6 | 6.6 | 3.8 | 3.4 | 2.1 | 1.4 | 1.4 | 1.5 | 1.5 | 1.5 | 6.6 | 4.3 | 1.4 | 0.0 | 5.5 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 | 0.0 |
| Sharpe Ratio | NA | 0.02 | 0.03 | -0.04 | 0.46 | 0.32 | NA | NA | NA | NA | 0.21 | -0.02 | 0.0 | 0.0 | 0.02 | 1.03 | 1.02 | 2.2 | 0.06 | 0.93 | -0.2 | 0.28 | 0.27 | 0.52 | -0.08 | 2.18 | 0.08 | 0.39 | 1.22 | 2.49 | 0.72 | 0.13 | 0.2 | 0.17 | NA | NA |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.0 | 0.5 | 0.4 | 2.3 | 1.6 | NA | NA | NA | NA | 1.1 | 0.5 | 0.3 | 0.1 | 0.0 | 5.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Treynor Ratio | NA | 0.0 | 0.05 | -0.12 | -6.35 | -4.6 | NA | NA | NA | NA | -5.02 | -0.02 | -0.03 | 0.01 | 0.06 | -13.41 | 64.8 | -13.02 | -0.29 | 1.22 | 1.87 | 0.42 | 1.59 | -1.54 | -0.86 | 87.96 | -0.78 | -2.59 | -6.75 | 60.83 | 1.6 | 0.2 | -3.39 | -1.1 | NA | NA |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA |
| RSquared | NA | 0.45 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA |
| Sortino Ratio | NA | NA | 1.5 | -1.93 | 195.88 | 132.15 | NA | NA | NA | NA | 53.19 | -0.73 | NA | NA | NA | NA | NA | NA | 0.19 | 33.82 | -4.94 | NA | 1.71 | 11.94 | -2.82 | 20.84 | 0.43 | 3.44 | 13.53 | 10.39 | 14.92 | 3.11 | 2.05 | 2.46 | NA | NA |
| Yield(%) | N/A | 0.1 | 6.6 | 4.2 | 3.7 | 2.3 | 1.6 | 1.6 | 1.8 | 1.8 | 1.33 | 6.6 | 4.3 | 1.4 | 0.0 | 5.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 | 0.0 |
| Dividend Growth(%) | N/A | -99.1 | 61.0 | 102.2 | 425.0 | 151.7 | N/A | N/A | N/A | N/A | N/A | 61.3 | 212.0 | 5688.0 | -99.5 | 274.5 | 7.7 | 113.3 | 202.1 | 641.8 | 78.5 | -52.5 | -37.9 | 77.3 | -67.0 | -3.1 | -89.7 | -68.3 | -5.3 | 53.8 | 133.5 | 37.8 | -36.8 | -51.0 | 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 AT&T SAVINGS AND SECURITY 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 6 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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