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ENSCO MULTINATIONAL SAVINGS PLAN
ENSCO MULTINATIONAL SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
ENSCO MULTINATIONAL SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.14% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| International Equity | MWEIX (MFS GLOBAL EQUITY FUND I) | 1.09% | MFS Meridian Global Equity Fund | 30.98% |
| US Equity | LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) | 0.91% | Legg Mason Global Funds-Royce Smaller Companies | 17.61% |
| US Equity | PIGFX (PIONEER FUNDAMENTAL GROWTH FUND PIONEER FUNDAMENTAL GROWTH FUND: CLASS A) | 2.24% | Pioneer Funds-North American Basic Value | 16.34% |
| CASH | CASH (CASH) | 0.0% | CASH | 0.01% |
| General Bond | AGOIX (INVESCO U.S. GOVERNMENT FUND CLASS R5) | 0.0% | Invesco AIM US Dollar Liquidity Portfolio | 35.06% |
* 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** |
|---|---|---|---|---|---|---|
| ENSCO MULTINATIONAL SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 6.0% | 22.3% | 4.5% | 5.7% | 5.8% | 6.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 13.6% | 18.8% | 16.3% | 13.5% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 9.6% | 11.6% | 8.7% | 8.4% | 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 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(%) | -1.2 | 6.0 | 22.3 | 4.5 | 5.7 | 5.8 | 6.1 | 6.9 | 5.6 | 6.2 | 5.6 | 4.0 | 12.4 | -11.5 | 16.8 | -0.6 | 20.1 | -5.9 | 11.9 | 6.0 | 0.8 | 6.2 | 17.6 | 12.0 | -0.3 | 9.4 | 19.4 | -19.7 | 7.0 | 11.4 | 3.0 | 12.1 | 23.2 | -5.6 | -3.2 |
| Sharpe Ratio | NA | 0.14 | -0.19 | -0.24 | 0.09 | 0.3 | NA | NA | NA | NA | 0.4 | -0.31 | 0.98 | -0.9 | 1.73 | -0.04 | 2.34 | -0.74 | 2.35 | 0.72 | 0.09 | 0.84 | 2.5 | 1.54 | -0.02 | 0.85 | 1.37 | -1.12 | 0.5 | 1.37 | 0.15 | 1.45 | 2.8 | -0.54 | -0.55 |
| Draw Down(%) | NA | 0.2 | 8.3 | 17.4 | 31.9 | 31.9 | NA | NA | NA | NA | 33.1 | 8.3 | 8.8 | 17.9 | 3.3 | 31.9 | 4.1 | 12.5 | 1.6 | 6.1 | 8.0 | 5.6 | 5.2 | 6.7 | 11.9 | 9.6 | 16.3 | 28.3 | 5.5 | 5.7 | 4.3 | 6.0 | 8.1 | 16.0 | 15.6 |
| Standard Deviation(%) | NA | 3.6 | 8.3 | 10.8 | 13.7 | 11.2 | NA | NA | NA | NA | 10.8 | 8.4 | 8.4 | 14.4 | 9.7 | 22.4 | 8.0 | 9.8 | 4.8 | 8.1 | 8.8 | 7.3 | 7.0 | 7.8 | 13.4 | 10.9 | 14.1 | 18.4 | 8.1 | 5.9 | 5.6 | 7.7 | 8.0 | 12.4 | 10.1 |
| Treynor Ratio | NA | 0.02 | -0.03 | -0.05 | 0.02 | 0.06 | NA | NA | NA | NA | 0.08 | -0.05 | 0.14 | -0.22 | 0.27 | -0.01 | 0.3 | -0.13 | 0.18 | 0.1 | 0.01 | 0.1 | 0.29 | 0.21 | -0.01 | 0.16 | 0.39 | -0.47 | 0.08 | 0.16 | 0.02 | 0.2 | 0.56 | -0.16 | -0.13 |
| Alpha | NA | 0.07 | -0.04 | -0.02 | -0.02 | -0.01 | NA | NA | NA | NA | 0.0 | -0.04 | -0.01 | 0.0 | 0.0 | -0.04 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.04 | 0.02 | 0.0 |
| Beta | NA | 0.23 | 0.51 | 0.57 | 0.6 | 0.59 | NA | NA | NA | NA | 0.52 | 0.52 | 0.58 | 0.57 | 0.63 | 0.62 | 0.62 | 0.56 | 0.64 | 0.59 | 0.55 | 0.62 | 0.61 | 0.58 | 0.56 | 0.58 | 0.5 | 0.44 | 0.49 | 0.52 | 0.44 | 0.56 | 0.4 | 0.43 | 0.43 |
| RSquared | NA | 0.84 | 0.61 | 0.85 | 0.87 | 0.88 | NA | NA | NA | NA | 0.87 | 0.62 | 0.82 | 0.93 | 0.72 | 0.93 | 0.93 | 0.95 | 0.79 | 0.91 | 0.93 | 0.94 | 0.92 | 0.91 | 0.95 | 0.93 | 0.92 | 0.95 | 0.91 | 0.78 | 0.66 | 0.66 | 0.71 | 0.82 | 0.82 |
| Sortino Ratio | NA | 0.31 | -0.24 | -0.33 | 0.12 | 0.4 | NA | NA | NA | NA | 0.55 | -0.39 | 1.44 | -1.23 | 2.74 | -0.04 | 3.34 | -0.94 | 3.5 | 0.99 | 0.12 | 1.16 | 3.67 | 2.39 | -0.03 | 1.19 | 1.97 | -1.49 | 0.68 | 2.11 | 0.22 | 2.06 | 4.39 | -0.77 | -0.75 |
| Yield(%) | N/A | 0.0 | 2.0 | 4.3 | 5.9 | 5.1 | 6.0 | 6.0 | 6.9 | 6.9 | 3.59 | 2.0 | 7.2 | 4.5 | 11.2 | 3.4 | 2.7 | 2.9 | 0.3 | 1.6 | 2.6 | 2.3 | 2.4 | 2.2 | 2.9 | 2.8 | 2.4 | 3.7 | 8.1 | 6.9 | 3.9 | 3.2 | 1.9 | 1.2 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | -68.8 | -10.5 | 258.5 | 105.0 | N/A | N/A | N/A | N/A | N/A | -68.8 | 41.2 | -52.6 | 226.1 | 49.7 | -12.8 | 1198.7 | -83.5 | -36.9 | 20.2 | 13.5 | 17.6 | -21.8 | 12.6 | 37.8 | -46.9 | -51.6 | 30.6 | 85.1 | 35.2 | 105.0 | 55.2 | -23.8 | 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: Fixed Income, US Equity, Foreign Equity
that are covered in ENSCO MULTINATIONAL SAVINGS 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 8 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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