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Darling International, Inc. Hourly Employees` Retirement Plan
Darling International, Inc. Hourly Employees` Retirement Plan Strategic Asset Allocation - Equal Weight Moderate
Darling International, Inc. Hourly Employees` Retirement Plan Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.03% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 0.01% |
| International Equity | PIIIX (DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS) | 0.77% | Diversified International | 34.37% |
| General Bond | PBMPX (CORE PLUS BOND FUND FKA BOND & MORTGAGE SECURITIES FUND R-5) | 0.11% | Bond and Mortgage | 35.33% |
| US Equity | PLFIX (LARGECAP S&P 500 INDEX FUND INSTITUTIONAL CLASS) | 1.88% | Large Cap S&P 500 Index | 13.75% |
| US Equity | PMFPX (MIDCAP S&P 400 INDEX FUND R-5) | 1.26% | Mid Cap S&P 400 Index | 16.54% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Darling International, Inc. Hourly Employees` Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | 3.1% | 16.2% | -2.1% | 3.6% | 3.7% | 5.2% |
| 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(%) | -0.9 | 3.1 | 16.2 | -2.1 | 3.6 | 3.7 | 5.2 | 5.8 | 4.9 | 5.3 | 5.6 | 3.7 | 11.2 | -16.3 | 2.8 | 13.0 | 18.1 | -9.5 | 11.3 | 5.8 | -0.6 | 3.6 | 14.6 | 12.6 | 0.9 | 15.1 | 20.7 | -27.0 | 7.7 | 12.0 | 9.3 | 13.2 | 24.3 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.07 | -0.18 | -0.33 | -0.01 | 0.16 | NA | NA | NA | NA | 0.39 | -0.33 | 0.37 | -1.32 | 0.23 | 0.72 | 2.56 | -1.2 | 2.26 | 0.64 | -0.08 | 0.52 | 1.94 | 1.53 | 0.06 | 1.19 | 1.2 | -1.27 | 0.47 | 0.95 | 1.11 | 1.53 | 3.7 | 0.01 | 0.01 |
| Draw Down(%) | NA | 0.1 | 6.3 | 19.2 | 25.1 | 25.1 | NA | NA | NA | NA | 40.6 | 6.2 | 11.6 | 19.8 | 9.4 | 23.7 | 3.4 | 15.2 | 2.4 | 6.9 | 8.3 | 5.9 | 6.5 | 6.9 | 14.1 | 9.8 | 16.7 | 35.6 | 7.3 | 9.8 | 5.1 | 7.4 | 3.5 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 4.3 | 8.5 | 14.3 | 14.5 | 11.6 | NA | NA | NA | NA | 11.2 | 8.6 | 18.9 | 13.5 | 11.6 | 17.7 | 6.5 | 9.0 | 4.7 | 8.6 | 8.2 | 6.9 | 7.5 | 8.2 | 14.2 | 12.6 | 17.1 | 21.9 | 10.0 | 9.2 | 6.4 | 8.0 | 6.4 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.01 | -0.03 | -0.09 | 0.0 | 0.04 | NA | NA | NA | NA | 0.1 | -0.05 | 0.1 | -0.34 | 0.04 | 0.35 | 0.34 | -0.22 | 0.19 | 0.09 | -0.01 | 0.07 | 0.23 | 0.21 | 0.02 | 0.23 | 0.35 | -0.55 | 0.08 | 0.13 | 0.14 | 0.21 | 1.29 | -0.13 | -0.03 |
| Alpha | NA | 0.03 | -0.04 | -0.03 | -0.02 | -0.01 | NA | NA | NA | NA | 0.01 | -0.04 | -0.02 | -0.03 | -0.05 | 0.02 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | 0.02 | 0.02 | -0.04 | 0.02 | 0.01 | 0.02 | 0.03 | 0.07 | 0.0 | 0.0 |
| Beta | NA | 0.26 | 0.55 | 0.56 | 0.47 | 0.48 | NA | NA | NA | NA | 0.45 | 0.56 | 0.68 | 0.52 | 0.68 | 0.36 | 0.48 | 0.49 | 0.57 | 0.62 | 0.49 | 0.55 | 0.64 | 0.59 | 0.52 | 0.66 | 0.58 | 0.51 | 0.57 | 0.67 | 0.5 | 0.58 | 0.18 | 0.0 | 0.0 |
| RSquared | NA | 0.72 | 0.67 | 0.47 | 0.47 | 0.55 | NA | NA | NA | NA | 0.59 | 0.68 | 0.22 | 0.89 | 0.6 | 0.5 | 0.86 | 0.88 | 0.65 | 0.87 | 0.86 | 0.82 | 0.88 | 0.85 | 0.73 | 0.9 | 0.86 | 0.92 | 0.82 | 0.53 | 0.65 | 0.66 | 0.24 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.23 | -0.24 | -0.46 | -0.01 | 0.22 | NA | NA | NA | NA | 0.53 | -0.45 | 0.51 | -1.77 | 0.29 | 0.94 | 3.72 | -1.48 | 3.29 | 0.87 | -0.11 | 0.73 | 2.73 | 2.32 | 0.08 | 1.73 | 1.72 | -1.64 | 0.63 | 1.38 | 1.66 | 2.15 | 6.18 | 0.81 | NA |
| Yield(%) | N/A | 0.0 | 1.3 | 1.7 | 2.3 | 3.2 | 4.2 | 4.2 | 5.2 | 5.2 | 3.09 | 1.3 | 3.1 | 1.2 | 2.2 | 3.5 | 4.0 | 4.6 | 0.4 | 3.1 | 4.0 | 2.7 | 2.0 | 3.1 | 2.2 | 2.2 | 1.9 | 3.2 | 8.3 | 6.4 | 3.9 | 3.8 | 1.5 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -98.2 | -54.0 | -39.1 | -13.6 | 28.6 | N/A | N/A | N/A | N/A | N/A | -54.8 | 120.5 | -45.3 | -30.4 | 5.5 | -21.9 | 1232.9 | -86.6 | -23.6 | 55.9 | 47.9 | -26.2 | 44.2 | 10.1 | 44.3 | -56.0 | -58.9 | 42.3 | 84.8 | 14.9 | 205.4 | 41.1 | -51.0 | 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 3 major asset classes: Fixed Income, Foreign Equity, US Equity
that are covered in Darling International, Inc. Hourly Employees` Retirement Plan. It then selects one or two funds for each of the 3 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 6 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
03/31/2011
are obtained from historical simulation. They are hypothetical.
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