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MyPlanIQ 401k Investor DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate

DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate

live (public) 0.02% January 08

Delayed Holdings (As of 10/31/2024)

Holdings
Expense & Dividend
Historical Transactions & Holdings

Asset	Fund in this portfolio	Price change*	Original Fund Description	Percentage
CASH	CASH (CASH) Add to Compare	0.0%	Vanguard Prime Money Market	0.00%
General Bond	LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) Add to Compare	0.08%	Loomis Sayles Bond Fund	37.04%
International Equity	VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) Add to Compare	1.02%	Vanguard International Growth Fund	10.70%
International Equity	VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) Add to Compare	0.96%	Vanguard International Value Fund	14.41%
US Equity	VWNFX (Vanguard Windsor II Fund) Add to Compare	1.44%	Vanguard Windsor II Fund,	21.79%
US Equity	VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) Add to Compare	1.85%	Vanguard 500 Index Fund	16.06%

* Day change on 10/31/2024.

Transaction	Date	Fund in this portfolio	Original Fund Description	Portfolio Percentage(%)	Amount
Sell	10/01/2021	VWUSX(VANGUARD U.S. GROWTH FUND INVESTOR SHARES) Add to Compare	Vanguard U.S. Growth Fund,R	12.88%	5,891.323
Buy	10/01/2021	VFINX(VANGUARD 500 INDEX FUND INVESTOR SHARES) Add to Compare	Vanguard 500 Index Fund	12.88%	5,891.323

Next Rebalance Date: 02/01/2022

Beta

Performance (As of 01/08/2025)

Performance
More Analytics
Chart
Tax Impact

Since 12/31/2000

Name	YTD* Return	1Yr AR**	3Yr AR**	5Yr AR**	10Yr AR**	15Yr AR**
DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate	5.0%	26.0%	2.5%	7.7%	6.6%	5.6%
VFINX (Vanguard (S&P 500) Index)	9.3%	19.7%	18.8%	16.4%	13.8%	14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds)	6.6%	13.0%	11.5%	8.7%	8.6%	9.3%

* 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(%) ?	-1.0	5.0	26.0	2.5	7.7	6.6	5.6	6.3	6.2	6.7	6.8	5.7	16.0	-15.7	9.1	23.0	10.2	-2.8	16.9	4.5	-1.5	3.1	14.6	4.9	-0.3	4.5	11.5	-2.9	10.3	12.1	5.2	14.0	24.2	1.0	3.8
Sharpe Ratio ?	NA	0.06	0.03	-0.22	0.4	0.5	NA	NA	NA	NA	0.71	-0.09	1.3	-1.13	0.95	2.64	1.73	-0.56	2.96	0.71	-0.29	0.46	2.03	0.88	-0.04	0.42	1.52	-0.78	0.71	1.19	0.56	1.91	4.5	-0.02	0.34
Draw Down(%) ?	NA	0.5	7.3	22.0	23.1	23.1	NA	NA	NA	NA	23.1	7.3	9.4	22.4	5.5	6.5	4.2	9.2	3.1	3.9	5.7	6.8	4.9	5.2	7.7	10.4	3.8	8.6	7.6	8.4	4.4	6.3	2.7	6.8	3.1
Standard Deviation(%) ?	NA	6.6	9.8	11.7	10.7	8.7	NA	NA	NA	NA	7.8	9.9	9.0	15.1	9.5	8.6	5.1	7.5	5.5	6.1	5.3	6.7	7.1	5.5	8.4	10.7	7.5	4.9	10.4	7.4	5.5	6.8	5.2	4.9	4.3
Treynor Ratio ?	NA	0.01	0.01	-0.04	0.14	0.14	NA	NA	NA	NA	0.27	-0.01	0.19	-0.29	0.14	6.64	0.3	-0.11	0.26	0.16	-0.07	0.06	0.24	0.13	-0.01	0.08	1.2	1.96	0.12	0.14	0.07	0.34	5.41	0.07	-0.81
Alpha	NA	0.02	-0.04	-0.02	0.0	0.01	NA	NA	NA	NA	0.02	-0.04	0.0	-0.02	-0.03	0.08	0.0	-0.01	0.02	0.01	-0.01	-0.01	-0.01	0.0	0.0	-0.01	0.03	-0.02	0.03	0.01	0.01	0.04	0.08	0.0	0.01
Beta	NA	0.45	0.64	0.61	0.31	0.31	NA	NA	NA	NA	0.21	0.64	0.61	0.59	0.64	0.03	0.3	0.38	0.62	0.28	0.23	0.5	0.61	0.37	0.22	0.56	0.09	-0.02	0.6	0.64	0.45	0.38	0.04	-0.01	-0.02
RSquared ?	NA	0.92	0.69	0.83	0.38	0.42	NA	NA	NA	NA	0.26	0.69	0.79	0.9	0.77	0.02	0.53	0.77	0.57	0.35	0.45	0.73	0.91	0.73	0.38	0.89	0.12	0.03	0.85	0.75	0.71	0.38	0.02	0.01	0.01
Sortino Ratio ?	NA	0.09	0.04	-0.3	0.56	0.7	NA	NA	NA	NA	0.99	-0.11	1.99	-1.55	1.36	3.78	2.47	-0.71	4.43	1.0	-0.39	0.61	2.91	1.27	-0.05	0.57	2.25	-1.05	0.97	1.77	0.82	2.72	7.46	-0.03	0.47
Yield(%)	N/A	0.0	2.3	3.6	5.2	4.7	4.9	4.9	6.7	6.7	3.87	2.3	5.3	3.9	5.3	5.4	3.7	2.2	0.3	3.6	2.3	3.6	0.7	2.7	3.0	2.9	3.2	3.5	5.7	6.9	3.6	3.3	4.8	5.0	7.0
Dividend Growth(%)	N/A	-100.0	-51.2	-6.1	155.2	84.5	N/A	N/A	N/A	N/A	N/A	-51.2	13.6	-17.9	19.8	59.8	62.6	658.2	-90.0	54.1	-34.0	487.1	-72.8	-10.8	7.1	1.6	-10.3	-32.0	-9.0	103.7	25.4	-15.1	-3.5	-25.8	N/A

	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(%) ?	-1.0	5.0	26.0	2.5	7.7	6.6	5.6	6.3	6.2	6.7	6.8	5.7	16.0	-15.7	9.1	23.0	10.2	-2.8	16.9	4.5	-1.5	3.1	14.6	4.9	-0.3	4.5	11.5	-2.9	10.3	12.1	5.2	14.0	24.2	1.0	3.8
Sharpe Ratio ?	NA	0.06	0.03	-0.22	0.4	0.5	NA	NA	NA	NA	0.71	-0.09	1.3	-1.13	0.95	2.64	1.73	-0.56	2.96	0.71	-0.29	0.46	2.03	0.88	-0.04	0.42	1.52	-0.78	0.71	1.19	0.56	1.91	4.5	-0.02	0.34
Draw Down(%) ?	NA	0.5	7.3	22.0	23.1	23.1	NA	NA	NA	NA	23.1	7.3	9.4	22.4	5.5	6.5	4.2	9.2	3.1	3.9	5.7	6.8	4.9	5.2	7.7	10.4	3.8	8.6	7.6	8.4	4.4	6.3	2.7	6.8	3.1
Standard Deviation(%) ?	NA	6.6	9.8	11.7	10.7	8.7	NA	NA	NA	NA	7.8	9.9	9.0	15.1	9.5	8.6	5.1	7.5	5.5	6.1	5.3	6.7	7.1	5.5	8.4	10.7	7.5	4.9	10.4	7.4	5.5	6.8	5.2	4.9	4.3
Treynor Ratio ?	NA	0.01	0.01	-0.04	0.14	0.14	NA	NA	NA	NA	0.27	-0.01	0.19	-0.29	0.14	6.64	0.3	-0.11	0.26	0.16	-0.07	0.06	0.24	0.13	-0.01	0.08	1.2	1.96	0.12	0.14	0.07	0.34	5.41	0.07	-0.81
Alpha	NA	0.02	-0.04	-0.02	0.0	0.01	NA	NA	NA	NA	0.02	-0.04	0.0	-0.02	-0.03	0.08	0.0	-0.01	0.02	0.01	-0.01	-0.01	-0.01	0.0	0.0	-0.01	0.03	-0.02	0.03	0.01	0.01	0.04	0.08	0.0	0.01
Beta	NA	0.45	0.64	0.61	0.31	0.31	NA	NA	NA	NA	0.21	0.64	0.61	0.59	0.64	0.03	0.3	0.38	0.62	0.28	0.23	0.5	0.61	0.37	0.22	0.56	0.09	-0.02	0.6	0.64	0.45	0.38	0.04	-0.01	-0.02
RSquared ?	NA	0.92	0.69	0.83	0.38	0.42	NA	NA	NA	NA	0.26	0.69	0.79	0.9	0.77	0.02	0.53	0.77	0.57	0.35	0.45	0.73	0.91	0.73	0.38	0.89	0.12	0.03	0.85	0.75	0.71	0.38	0.02	0.01	0.01
Sortino Ratio ?	NA	0.09	0.04	-0.3	0.56	0.7	NA	NA	NA	NA	0.99	-0.11	1.99	-1.55	1.36	3.78	2.47	-0.71	4.43	1.0	-0.39	0.61	2.91	1.27	-0.05	0.57	2.25	-1.05	0.97	1.77	0.82	2.72	7.46	-0.03	0.47
Yield(%)	N/A	0.0	2.3	3.6	5.2	4.7	4.9	4.9	6.7	6.7	3.87	2.3	5.3	3.9	5.3	5.4	3.7	2.2	0.3	3.6	2.3	3.6	0.7	2.7	3.0	2.9	3.2	3.5	5.7	6.9	3.6	3.3	4.8	5.0	7.0
Dividend Growth(%)	N/A	-100.0	-51.2	-6.1	155.2	84.5	N/A	N/A	N/A	N/A	N/A	-51.2	13.6	-17.9	19.8	59.8	62.6	658.2	-90.0	54.1	-34.0	487.1	-72.8	-10.8	7.1	1.6	-10.3	-32.0	-9.0	103.7	25.4	-15.1	-3.5	-25.8	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000

The start date of the charts is 01/02/2001 when all charts have data

Portfolio Description

This model portfolio uses Tactical Asset Allocation . The following is the description on how in general the strategy works for this portfolio. It is for information purpose only. The actual implementation might be different from the description in some situations where optimization has been implemented.

The strategy first derives trend scores of the 3 major asset classes: Fixed Income, US Equity, Foreign Equity that are covered in DIEBOLD, INCORPORATED 401(k) SAVINGS PLAN. It then selects the top 2 risk assets and 1 fixed income asset.

1. Risk allocation: the risk profile of this portfolio is 40. The total allocation of the 1 fixed income asset should be at least 40%.

2. Asset weights: risk assets selected are equally weighted by default.

3. Fund selection: about 2 top performing funds among 18 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. During a market downturn, the asset exposure to risk assets might be reduced and is switched to fixed income instead to avoid big loss.

5. Simulation: Performance data before this portfolio went public on 01/10/2011 are obtained from historical simulation. They are hypothetical.

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