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Metlife USA VA
Metlife USA VA Strategic Asset Allocation - Equal Weight Moderate
Metlife USA VA Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.27% June 04
Delayed
Holdings (As of 03/31/2025)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | BlackRock Money Market Portfolio | 0.01% |
Emerging Market Equity | MEMAX (MFS EMERGING MARKETS EQUITY FUND A) | 0.58% | MFS Emerging Markets Equity Portfolio | 12.46% |
International Equity | EFA (iShares MSCI EAFE ETF) | 0.89% | Morgan Stanley EAFE Index Portfolio | 17.95% |
General Bond | EVBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS A) | 0.23% | Met/Eaton Vance Floating Rate Portfolio | 21.09% |
General Bond | PRTNX (REAL RETURN FUND A) | 0.39% | PIMCO Inflation Protected Bond Portfolio | 20.14% |
US Equity | ACSTX (INVESCO COMSTOCK FUND CLASS A) | 0.93% | Van Kampen Comstock Portfolio | 6.52% |
US Equity | GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) | 0.64% | Goldman Sachs Mid Cap Value Portfolio | 9.12% |
Real Estate | IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) | 0.50% | Clarion Global Real Estate Portfolio (Class B) | 12.71% |
* Day change on 03/31/2025.

Beta
Performance (As of 06/04/2025)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Metlife USA VA Strategic Asset Allocation - Equal Weight Moderate | 2.3% | 3.6% | 2.3% | 7.0% | -1.2% | 2.0% |
VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* 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(%) | -0.7 | 2.3 | 3.6 | 2.3 | 7.0 | -1.2 | 2.0 | 1.4 | 2.4 | 2.3 | 3.6 | 4.2 | 10.8 | -13.9 | 6.5 | 9.6 | 17.7 | -7.5 | 11.5 | 4.6 | -39.9 | 2.3 | 10.4 | 13.9 | -2.3 | 12.8 | 30.7 | -29.4 | 7.7 | 12.9 | 8.9 | 14.5 | 28.0 | -0.3 | 0.4 |
Sharpe Ratio | NA | 0.39 | 0.33 | 0.19 | 0.36 | -0.09 | NA | NA | NA | NA | 0.14 | 0.08 | 0.91 | -1.26 | 0.84 | 0.54 | 2.87 | -1.12 | 2.42 | 0.52 | -0.57 | 0.38 | 1.59 | 2.41 | -0.22 | 1.35 | 2.37 | -1.61 | 0.5 | 1.47 | 1.45 | 2.21 | 5.63 | -0.24 | -0.29 |
Draw Down(%) | NA | 8.6 | 10.6 | 12.4 | 21.5 | 45.7 | NA | NA | NA | NA | 46.7 | 6.3 | 8.0 | 20.6 | 4.9 | 24.6 | 3.1 | 13.4 | 2.7 | 7.7 | 43.2 | 6.6 | 6.8 | 4.6 | 12.7 | 8.7 | 14.1 | 38.0 | 7.6 | 8.1 | 5.1 | 7.6 | 2.8 | 12.7 | 11.5 |
Standard Deviation(%) | NA | 10.9 | 9.0 | 9.3 | 9.2 | 24.0 | NA | NA | NA | NA | 16.8 | 7.1 | 7.9 | 12.2 | 7.8 | 17.4 | 5.7 | 7.9 | 4.5 | 8.5 | 70.1 | 6.2 | 6.5 | 5.7 | 10.8 | 9.4 | 12.9 | 18.9 | 9.0 | 6.4 | 4.6 | 6.1 | 4.8 | 5.9 | 7.0 |
Treynor Ratio | NA | 0.12 | 0.08 | 0.04 | 0.07 | -0.05 | NA | NA | NA | NA | 0.06 | 0.01 | 0.15 | -0.35 | 0.13 | 0.2 | 0.41 | -0.21 | 0.23 | 0.08 | -1.19 | 0.05 | 0.2 | 0.35 | -0.05 | 0.27 | 0.7 | -0.71 | 0.09 | 0.19 | 0.23 | 0.34 | 1.62 | -0.12 | -0.1 |
Alpha | NA | 0.04 | 0.0 | -0.01 | -0.01 | -0.02 | NA | NA | NA | NA | 0.0 | -0.03 | -0.01 | -0.03 | -0.02 | 0.0 | 0.02 | -0.02 | 0.01 | 0.0 | -0.11 | -0.01 | -0.01 | 0.03 | -0.01 | 0.02 | 0.07 | -0.06 | 0.02 | 0.02 | 0.02 | 0.04 | 0.08 | 0.01 | 0.0 |
Beta | NA | 0.36 | 0.37 | 0.44 | 0.44 | 0.44 | NA | NA | NA | NA | 0.4 | 0.41 | 0.49 | 0.44 | 0.49 | 0.46 | 0.39 | 0.43 | 0.48 | 0.56 | 0.34 | 0.48 | 0.51 | 0.4 | 0.43 | 0.47 | 0.44 | 0.43 | 0.49 | 0.5 | 0.29 | 0.4 | 0.17 | 0.12 | 0.21 |
RSquared | NA | 0.73 | 0.65 | 0.69 | 0.71 | 0.13 | NA | NA | NA | NA | 0.23 | 0.54 | 0.67 | 0.77 | 0.67 | 0.86 | 0.75 | 0.85 | 0.5 | 0.75 | 0.01 | 0.79 | 0.77 | 0.77 | 0.86 | 0.83 | 0.85 | 0.86 | 0.78 | 0.61 | 0.43 | 0.52 | 0.35 | 0.29 | 0.43 |
Sortino Ratio | NA | 0.54 | 0.45 | 0.27 | 0.49 | -0.11 | NA | NA | NA | NA | 0.17 | 0.1 | 1.36 | -1.71 | 1.16 | 0.67 | 4.46 | -1.4 | 3.71 | 0.7 | -0.66 | 0.52 | 2.24 | 3.86 | -0.28 | 1.92 | 3.59 | -2.03 | 0.67 | 2.15 | 2.1 | 3.12 | 9.31 | -0.33 | -0.38 |
Yield(%) | N/A | 0.3 | 2.1 | 4.3 | 5.5 | 2.9 | 4.4 | 4.4 | 5.5 | 5.5 | 4.2 | 3.0 | 4.6 | 5.5 | 5.3 | 5.7 | 2.9 | 3.5 | 0.3 | 3.0 | 3.1 | 3.1 | 3.5 | 3.3 | 4.2 | 6.2 | 4.6 | 3.3 | 7.3 | 7.4 | 6.8 | 4.2 | 2.1 | 2.4 | 3.2 |
Dividend Growth(%) | N/A | -90.5 | -52.7 | -6.2 | 112.4 | -17.5 | N/A | N/A | N/A | N/A | N/A | -29.4 | -27.4 | 12.0 | 0.7 | 131.3 | -22.6 | 1073.4 | -88.4 | -42.8 | 4.3 | -4.9 | 23.4 | -23.7 | -23.9 | 76.5 | -1.1 | -51.5 | 11.6 | 19.1 | 83.3 | 156.3 | -12.4 | -23.4 | 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, US Equity, Foreign Equity, REITs, Emerging Market Equity
that are covered in Metlife USA VA. 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 53 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
02/11/2011
are obtained from historical simulation. They are hypothetical.