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Peabody Investments Corp.Employee Retirement Account
Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation - Equal Weight Moderate
Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.03% May 07
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% | Vanguard Prime Money Mkt Fund (2) | 0.29% |
Emerging Market Equity | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 0.38% | Vanguard Emerging Mkts Stock Index Fund | 12.00% |
Real Estate | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.77% | Vanguard REIT Index Fund | 14.65% |
International Equity | VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) | 0.10% | Vanguard International Value Fund | 15.21% |
General Bond | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.10% | Vanguard Total Bond Mkt Index Fund | 41.49% |
US Equity | VPMCX (VANGUARD PRIMECAP FUND INVESTOR SHARES) | 0.09% | Vanguard PRIMECAP Fund | 8.83% |
US Equity | HACAX (HARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) | 0.12% | Harbor Capital app Fund | 7.53% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/07/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Peabody Investments Corp.Employee Retirement Account Strategic Asset Allocation - Equal Weight Moderate | 1.5% | 8.7% | 1.4% | 6.5% | 5.1% | 6.6% |
VFINX (Vanguard (S&P 500) Index) | 9.2% | 27.2% | 9.1% | 13.9% | 12.6% | 14.2% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.4% | 15.7% | 3.2% | 8.0% | 7.8% | 9.4% |
* 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(%) | 1.8 | 1.5 | 8.7 | 1.4 | 6.5 | 5.1 | 6.6 | 6.2 | 6.3 | 10.3 | -10.2 | 8.0 | 16.5 | 18.7 | -7.7 | 11.2 | 5.1 | -3.4 | 7.2 | 5.1 | 9.0 | 1.8 | 12.4 | 21.7 | -17.3 | 7.8 | 13.3 | 8.0 | 12.8 | 21.8 | -0.8 | 3.7 |
Sharpe Ratio | NA | 0.03 | 0.65 | -0.1 | 0.43 | 0.42 | NA | NA | 0.55 | 0.77 | -1.01 | 0.94 | 0.87 | 2.62 | -1.0 | 2.08 | 0.57 | -0.37 | 1.15 | 0.83 | 1.57 | 0.16 | 1.37 | 1.48 | -1.03 | 0.59 | 1.63 | 1.11 | 1.93 | 3.9 | -0.27 | 0.2 |
Draw Down(%) | NA | 3.8 | 7.4 | 16.0 | 20.8 | 20.8 | NA | NA | 30.2 | 7.4 | 16.0 | 6.3 | 20.8 | 3.4 | 12.9 | 2.9 | 7.1 | 12.0 | 4.5 | 7.2 | 5.0 | 9.6 | 6.5 | 14.6 | 29.6 | 4.8 | 6.7 | 3.8 | 8.5 | 5.3 | 12.4 | 8.6 |
Standard Deviation(%) | NA | 7.6 | 7.6 | 9.0 | 11.5 | 9.8 | NA | NA | 9.4 | 7.9 | 11.4 | 8.5 | 18.7 | 6.6 | 9.1 | 5.1 | 8.7 | 9.1 | 6.2 | 6.1 | 5.7 | 10.6 | 9.0 | 14.6 | 17.6 | 8.1 | 6.2 | 5.2 | 6.1 | 5.4 | 6.9 | 7.0 |
Treynor Ratio | NA | 0.04 | 0.85 | -0.56 | -0.61 | -3.65 | NA | NA | 0.22 | 1.86 | -36.47 | -11.11 | -0.99 | 21.74 | -0.22 | 0.25 | -5.44 | -0.89 | -8.67 | 0.11 | 0.22 | 0.04 | 0.27 | 0.43 | -0.45 | 0.1 | 0.19 | 0.15 | 0.35 | 0.92 | -0.09 | 0.06 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.03 | 0.02 | NA | NA | 0.02 | 0.02 | -0.05 | 0.03 | 0.08 | 0.06 | -0.03 | 0.01 | 0.02 | -0.01 | 0.03 | -0.03 | 0.01 | 0.0 | 0.02 | 0.03 | -0.01 | 0.02 | 0.02 | 0.02 | 0.03 | 0.05 | 0.01 | 0.02 |
Beta | NA | 0.06 | 0.06 | 0.02 | -0.08 | -0.01 | NA | NA | 0.24 | 0.03 | 0.0 | -0.01 | -0.16 | 0.01 | 0.41 | 0.42 | -0.01 | 0.04 | -0.01 | 0.47 | 0.4 | 0.43 | 0.46 | 0.5 | 0.4 | 0.46 | 0.53 | 0.39 | 0.34 | 0.23 | 0.21 | 0.24 |
RSquared | NA | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | NA | NA | 0.24 | 0.0 | 0.0 | 0.0 | 0.09 | 0.0 | 0.6 | 0.3 | 0.0 | 0.0 | 0.0 | 0.74 | 0.83 | 0.89 | 0.86 | 0.87 | 0.87 | 0.83 | 0.73 | 0.59 | 0.38 | 0.53 | 0.61 | 0.53 |
Sortino Ratio | NA | 0.04 | 0.94 | -0.14 | 0.57 | 0.56 | NA | NA | 0.76 | 1.1 | -1.4 | 1.34 | 1.13 | 3.91 | -1.28 | 2.98 | 0.79 | -0.49 | 1.6 | 1.16 | 2.39 | 0.22 | 2.0 | 2.21 | -1.36 | 0.8 | 2.46 | 1.63 | 2.7 | 6.23 | -0.38 | 0.26 |
Yield(%) | N/A | 0.75 | 4.56 | 3.43 | 3.18 | 3.1 | N/A | N/A | 3.84 | 4.65 | 2.86 | 2.23 | 3.13 | 2.7 | 3.05 | 0.54 | 3.88 | 3.92 | 3.63 | 2.52 | 2.99 | 3.79 | 3.71 | 4.83 | 5.31 | 6.06 | 4.34 | 4.53 | 4.61 | 3.78 | 4.3 | 6.32 |
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: US Equity, Fixed Income, Foreign Equity, Emerging Market Equity, REITs
that are covered in Peabody Investments Corp.Employee Retirement Account. 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 37 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.