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401k Investor
International Business Machines (IBM) 401K Plus Plan
International Business Machines (IBM) 401K Plus Plan Strategic Asset Allocation - Equal Weight Moderate
International Business Machines (IBM) 401K Plus Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.01% May 10
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | INTEREST INCOME FUND(OJFA)07/01/1985 | 0.06% |
International Equity | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 0.28% | PACIFIC STOCK IDX(OJFR)07/01/2000 | 15.45% |
General Bond | VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.25% | LONG-TERM CORP BOND(OJFH)07/01/2000 | 20.27% |
General Bond | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.09% | INFL PROTECTED BOND(OJFB)07/01/2000 | 19.73% |
US Equity | VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) | 0.09% | LARGE COMPANY IDX(OJFK)05/01/1982 | 7.20% |
US Equity | VIGIX (VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES) | 0.18% | LARGE-CAP GROWTH IDX(OJFM)07/01/2000 | 8.86% |
Real Estate | VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 0.76% | REIT IDX(OJFD)06/01/2003 | 14.66% |
Emerging Market Equity | VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) | 0.35% | EMERGING MKT STK IDX(OXOX)02/28/2012 | 13.77% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/10/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
International Business Machines (IBM) 401K Plus Plan Strategic Asset Allocation - Equal Weight Moderate | 2.7% | 8.4% | -0.7% | 4.4% | 4.0% | 6.0% |
VFINX (Vanguard (S&P 500) Index) | 10.0% | 28.0% | 9.2% | 14.4% | 12.7% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 16.0% | 3.3% | 8.2% | 7.9% | 9.5% |
* 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 | 2.7 | 8.4 | -0.7 | 4.4 | 4.0 | 6.0 | 5.8 | 5.9 | 7.1 | -15.1 | 10.4 | 11.9 | 16.3 | -10.2 | 12.4 | 7.9 | -2.5 | 6.7 | 2.8 | 15.5 | -3.7 | 14.8 | 27.7 | -29.2 | 4.0 | 21.6 | 12.0 | 14.8 | 30.3 | -1.3 | 0.3 |
Sharpe Ratio | NA | 0.19 | 0.59 | -0.31 | 0.24 | 0.29 | NA | NA | 0.41 | 0.33 | -1.31 | 1.26 | 0.62 | 2.49 | -1.48 | 2.73 | 0.88 | -0.29 | 1.14 | 0.37 | 1.96 | -0.25 | 1.17 | 1.31 | -1.23 | 0.09 | 2.11 | 1.34 | 1.55 | 3.84 | -0.25 | -0.17 |
Draw Down(%) | NA | 3.9 | 7.8 | 20.8 | 24.1 | 24.1 | NA | NA | 44.1 | 10.2 | 20.6 | 4.9 | 24.1 | 2.8 | 14.8 | 2.5 | 6.5 | 11.0 | 5.2 | 11.0 | 6.5 | 14.8 | 9.5 | 18.0 | 40.7 | 7.6 | 8.2 | 5.3 | 12.4 | 4.0 | 15.9 | 13.5 |
Standard Deviation(%) | NA | 7.6 | 7.8 | 9.7 | 11.8 | 9.8 | NA | NA | 11.6 | 8.5 | 12.6 | 8.3 | 18.9 | 6.0 | 7.8 | 4.3 | 8.8 | 8.6 | 5.8 | 7.6 | 7.9 | 14.7 | 12.5 | 21.1 | 24.5 | 11.4 | 8.7 | 7.3 | 9.0 | 7.7 | 9.5 | 11.9 |
Treynor Ratio | NA | 0.03 | 0.08 | -0.06 | 0.06 | 0.06 | NA | NA | 0.09 | 0.05 | -0.35 | 0.21 | 0.23 | 0.38 | -0.28 | 0.31 | 0.14 | -0.05 | 0.16 | 0.05 | 0.28 | -0.06 | 0.22 | 0.38 | -0.54 | 0.02 | 0.26 | 0.18 | 0.26 | 0.91 | -0.08 | -0.05 |
Alpha | NA | -0.03 | -0.03 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | -0.03 | -0.03 | -0.01 | 0.01 | 0.02 | -0.04 | 0.02 | 0.01 | -0.01 | 0.01 | -0.05 | 0.03 | -0.02 | 0.02 | 0.03 | -0.04 | 0.0 | 0.04 | 0.03 | 0.04 | 0.07 | 0.02 | 0.01 |
Beta | NA | 0.53 | 0.57 | 0.48 | 0.49 | 0.48 | NA | NA | 0.52 | 0.53 | 0.47 | 0.5 | 0.51 | 0.39 | 0.41 | 0.39 | 0.56 | 0.48 | 0.43 | 0.57 | 0.56 | 0.6 | 0.66 | 0.73 | 0.56 | 0.62 | 0.7 | 0.54 | 0.53 | 0.32 | 0.3 | 0.45 |
RSquared | NA | 0.67 | 0.71 | 0.73 | 0.8 | 0.77 | NA | NA | 0.76 | 0.67 | 0.81 | 0.63 | 0.88 | 0.66 | 0.82 | 0.35 | 0.69 | 0.74 | 0.69 | 0.71 | 0.81 | 0.9 | 0.89 | 0.89 | 0.88 | 0.77 | 0.65 | 0.57 | 0.44 | 0.51 | 0.67 | 0.66 |
Sortino Ratio | NA | 0.26 | 0.86 | -0.42 | 0.31 | 0.39 | NA | NA | 0.57 | 0.46 | -1.78 | 1.74 | 0.78 | 3.68 | -1.85 | 4.34 | 1.24 | -0.39 | 1.62 | 0.49 | 2.98 | -0.34 | 1.7 | 1.97 | -1.6 | 0.12 | 3.19 | 1.96 | 2.11 | 6.35 | -0.35 | -0.24 |
Yield(%) | N/A | 1.01 | 3.76 | 3.76 | 3.45 | 3.05 | N/A | N/A | 3.88 | 4.18 | 3.41 | 3.07 | 2.56 | 3.28 | 1.48 | 1.08 | 5.21 | 2.79 | 2.73 | 2.45 | 5.46 | 3.02 | 3.22 | 4.96 | 3.69 | 4.15 | 6.68 | 5.16 | 4.0 | 6.77 | 3.62 | 5.13 |
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 5 major asset classes: REITs, Fixed Income, Emerging Market Equity, Foreign Equity, US Equity
that are covered in International Business Machines (IBM) 401K Plus Plan. It then selects one or two funds for each of the 5 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 19 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.