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Patriot Coal Corporation 401(k) Retirement Plan
Patriot Coal Corporation 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate
Patriot Coal Corporation 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.29% December 30
Delayed
Holdings (As of 10/31/2016)
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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 | 0.00% |
| Emerging Market Equity | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 0.08% | Vanguard Emrg Mkts Stk Idx Inv | 14.90% |
| Real Estate | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.62% | Vanguard REIT Index Fund Inv | 13.86% |
| International Equity | VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) | 0.57% | Vanguard Int l Growth Fund Inv | 14.91% |
| General Bond | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.27% | Vanguard Total Bd Mkt Indx Inv | 41.01% |
| US Equity | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.62% | Vanguard REIT Index Fund Inv | 7.85% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.80% | Vanguard 500 Index Inv | 7.47% |
* Day change on 09/30/2016.
Previous
Beta
Performance (As of 12/30/2016)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Patriot Coal Corporation 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 11.9% | 14.0% | 5.6% | 7.0% | 5.4% | 6.7% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.7% | 19.4% | 16.6% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 10.3% | 11.9% | 8.9% | 8.5% | 9.4% |
* 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 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 14.0 | 5.6 | 7.0 | 5.4 | 6.7 | 7.3 | 0.0 | 6.5 | 7.9 | -3.5 | 7.0 | 5.7 | 10.3 | 1.2 | 12.3 | 24.2 | -21.2 | 8.4 | 12.7 | 7.7 | 14.5 | 22.9 | -2.1 | 4.2 |
| Sharpe Ratio | NA | 0.82 | 0.44 | 0.73 | 0.4 | NA | NA | NA | 0.62 | 0.84 | -0.4 | 1.13 | 0.94 | 2.0 | 0.1 | 1.34 | 1.66 | -1.25 | 0.66 | 1.52 | 1.09 | 2.18 | 4.29 | -0.49 | 0.26 |
| Draw Down(%) | NA | 7.3 | 14.6 | 14.6 | 33.2 | NA | NA | NA | 33.2 | 7.2 | 12.1 | 4.9 | 7.0 | 4.4 | 11.3 | 6.5 | 14.7 | 32.6 | 5.0 | 6.9 | 4.2 | 8.3 | 4.4 | 12.7 | 8.3 |
| Standard Deviation(%) | NA | 9.2 | 8.2 | 7.2 | 10.3 | NA | NA | NA | 9.0 | 9.2 | 8.8 | 6.2 | 6.0 | 5.1 | 11.4 | 9.1 | 14.5 | 17.7 | 8.1 | 6.2 | 5.1 | 6.2 | 5.2 | 6.5 | 7.1 |
| Treynor Ratio | NA | -26.04 | 1.71 | 0.35 | 0.11 | NA | NA | NA | 0.16 | -20.39 | -0.65 | -6.63 | 0.12 | 0.29 | 0.02 | 0.26 | 0.48 | -0.55 | 0.12 | 0.18 | 0.14 | 0.37 | 1.06 | -0.19 | 0.08 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | NA | 0.02 | 0.03 | -0.01 | 0.03 | -0.03 | 0.02 | 0.0 | 0.02 | 0.04 | -0.03 | 0.02 | 0.01 | 0.02 | 0.04 | 0.06 | 0.0 | 0.02 |
| Beta | NA | 0.0 | 0.02 | 0.15 | 0.39 | NA | NA | NA | 0.35 | 0.0 | 0.05 | -0.01 | 0.46 | 0.36 | 0.46 | 0.47 | 0.5 | 0.4 | 0.46 | 0.53 | 0.4 | 0.37 | 0.21 | 0.17 | 0.24 |
| RSquared | NA | 0.0 | 0.0 | 0.07 | 0.62 | NA | NA | NA | 0.57 | 0.0 | 0.01 | 0.0 | 0.71 | 0.79 | 0.9 | 0.87 | 0.89 | 0.87 | 0.82 | 0.72 | 0.64 | 0.44 | 0.48 | 0.48 | 0.54 |
| Sortino Ratio | NA | 1.17 | 0.61 | 1.03 | 0.55 | NA | NA | NA | 0.86 | 1.19 | -0.53 | 1.63 | 1.32 | 3.11 | 0.13 | 1.95 | 2.48 | -1.61 | 0.89 | 2.27 | 1.6 | 3.07 | 7.01 | -0.66 | 0.35 |
| Yield(%) | N/A | 3.8 | 3.3 | 3.8 | 4.3 | 6.6 | 6.6 | 5.4 | 3.98 | 3.8 | 3.0 | 2.9 | 2.5 | 4.4 | 3.4 | 3.3 | 4.0 | 4.7 | 4.7 | 4.1 | 3.9 | 3.9 | 4.3 | 4.7 | 6.0 |
| Dividend Growth(%) | N/A | 22.3 | 7.9 | 10.7 | N/A | N/A | N/A | N/A | N/A | 19.6 | 12.8 | 21.1 | -37.5 | 33.0 | 13.4 | 4.6 | -33.7 | 7.8 | 29.0 | 15.7 | 13.6 | 10.5 | -9.5 | -19.0 | 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: Fixed Income, Foreign Equity, US Equity, Emerging Market Equity, REITs
that are covered in Patriot Coal Corporation 401(k) Retirement 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 30 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 on
01/28/2011
are obtained from historical simulation. They are hypothetical.
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