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Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program
Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Equal Weight Moderate
Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.09% December 31
Delayed
Holdings (As of 11/29/2019)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| International Equity | VTWSX (VANGUARD TOTAL WORLD STOCK INDEX FUND INVESTOR SHARES) | 0.33% | Vanguard Total World Stock Index Inv | 34.16% |
| US Equity | VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) | 0.51% | Vanguard Large Cap Index Inv | 17.32% |
| US Equity | VITSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) | 0.49% | Vanguard Total Stock Market Index Instl | 16.36% |
| CASH | CASH (CASH) | 0.0% | Louisiana Principal Protection Fund | 32.16% |
* Day change on 09/30/2019.
Previous
Beta
Performance (As of 12/31/2019)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program Strategic Asset Allocation - Equal Weight Moderate | 12.1% | 1.9% | 6.6% | 5.3% | 6.6% | 5.7% |
| VFINX (Vanguard (S&P 500) Index) | 1.8% | 13.8% | 15.7% | 17.5% | 12.8% | 13.8% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 0.0% | 4.6% | 6.8% | 7.2% | 6.7% | 8.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 1.9 | 6.6 | 5.3 | 6.6 | 5.7 | 6.0 | 0.0 | 5.6 | 17.3 | -5.2 | 12.6 | 6.7 | -0.4 | 4.8 | 16.8 | 10.4 | -4.2 | 12.1 | 17.2 | -24.5 | 8.1 | 14.0 | 8.4 | 12.2 | 24.5 | -9.1 | -3.7 |
| Sharpe Ratio | NA | 2.04 | 0.83 | 0.6 | 0.64 | NA | NA | NA | 0.42 | 2.04 | -0.62 | 2.55 | 0.72 | -0.05 | 0.65 | 2.32 | 1.18 | -0.26 | 0.93 | 1.13 | -1.18 | 0.46 | 1.44 | 0.94 | 1.49 | 2.73 | -0.89 | -0.57 |
| Draw Down(%) | NA | 4.3 | 12.8 | 12.8 | 16.9 | NA | NA | NA | 36.9 | 4.3 | 12.8 | 1.4 | 7.4 | 8.7 | 5.5 | 4.6 | 7.5 | 16.9 | 10.2 | 14.7 | 32.1 | 7.4 | 8.3 | 5.0 | 6.2 | 8.2 | 17.9 | 16.6 |
| Standard Deviation(%) | NA | 7.8 | 8.0 | 8.6 | 10.0 | NA | NA | NA | 11.0 | 7.8 | 10.4 | 4.7 | 9.0 | 9.7 | 7.4 | 7.2 | 8.8 | 16.6 | 12.9 | 15.2 | 21.6 | 11.0 | 7.4 | 6.6 | 7.6 | 8.7 | 11.5 | 10.6 |
| Treynor Ratio | NA | 0.26 | 0.11 | 0.08 | 0.1 | NA | NA | NA | 0.08 | 0.26 | -0.11 | 0.18 | 0.1 | -0.01 | 0.08 | 0.26 | 0.15 | -0.06 | 0.17 | 0.31 | -0.49 | 0.08 | 0.16 | 0.11 | 0.2 | 0.55 | -0.25 | -0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | 0.01 | 0.02 | 0.02 | 0.04 | 0.0 | 0.0 |
| Beta | NA | 0.62 | 0.62 | 0.63 | 0.66 | NA | NA | NA | 0.56 | 0.62 | 0.61 | 0.67 | 0.68 | 0.62 | 0.64 | 0.64 | 0.68 | 0.7 | 0.7 | 0.54 | 0.52 | 0.67 | 0.66 | 0.56 | 0.56 | 0.43 | 0.4 | 0.44 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.97 | NA | NA | NA | 0.9 | 0.98 | 0.98 | 0.91 | 0.97 | 0.98 | 0.95 | 0.96 | 0.98 | 0.98 | 0.95 | 0.95 | 0.97 | 0.93 | 0.8 | 0.77 | 0.66 | 0.73 | 0.84 | 0.79 |
| Sortino Ratio | NA | 2.9 | 1.13 | 0.82 | 0.89 | NA | NA | NA | 0.58 | 2.9 | -0.8 | 3.95 | 0.99 | -0.06 | 0.88 | 3.39 | 1.78 | -0.34 | 1.33 | 1.61 | -1.53 | 0.62 | 2.15 | 1.41 | 2.12 | 4.27 | -1.26 | -0.77 |
| Yield(%) | N/A | 1.8 | 1.2 | 1.4 | 1.7 | 2.0 | 2.0 | 2.1 | 1.43 | 1.8 | 1.1 | 0.5 | 1.6 | 1.4 | 1.1 | 1.4 | 1.5 | 0.8 | 1.0 | 1.4 | 0.9 | 2.4 | 2.4 | 1.7 | 1.4 | 1.7 | 1.5 | 1.5 |
| Dividend Growth(%) | N/A | 63.8 | -5.0 | 44.9 | N/A | N/A | N/A | N/A | N/A | 63.3 | 164.6 | -69.9 | 16.3 | 29.2 | -10.0 | 4.9 | 85.6 | -15.8 | -13.1 | 17.5 | -58.5 | 11.0 | 55.3 | 31.6 | 4.1 | 7.2 | -7.6 | 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 2 major asset classes: US Equity, Foreign Equity
that are covered in Louisiana Student Tuition Assistance and Revenue Trust (START) Saving Program. It then selects one or two funds for each of the 2 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 7 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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