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THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.)
THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Strategic Asset Allocation - Equal Weight Moderate
THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) 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% |
| General Bond | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.23% | PIMCO Total Return P (PTTRX for longer history) | 39.24% |
| US Equity | PEIYX (PUTNAM EQUITY INCOME FUND CLASS Y SHARES) | 0.83% | Putnam Equity Income Y | 14.45% |
| US Equity | JUSRX (JPMORGAN U.S. EQUITY FUND CLASS R5) | 2.15% | JPMorgan U.S. Equity R5 | 16.23% |
| International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.16% | American Funds EuroPacific Gr R6 | 30.07% |
* 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** |
|---|---|---|---|---|---|---|
| THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.) Strategic Asset Allocation - Equal Weight Moderate | 3.2% | 22.7% | 3.0% | 6.7% | 5.6% | 5.8% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 9.6% | 11.6% | 8.7% | 8.4% | 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 | 3.2 | 22.7 | 3.0 | 6.7 | 5.6 | 5.8 | 6.4 | 6.3 | 6.6 | 6.8 | 6.4 | 13.9 | -10.7 | 0.9 | 20.2 | 18.4 | -7.9 | 11.6 | 2.8 | 1.8 | 2.8 | 10.7 | 13.2 | -1.7 | 12.2 | 26.1 | -14.5 | 9.5 | 10.3 | 6.9 | 10.3 | 19.1 | -0.1 | 10.3 |
| Sharpe Ratio | NA | 0.07 | 0.17 | -0.07 | 0.27 | 0.37 | NA | NA | NA | NA | 0.57 | -0.03 | 1.2 | -0.95 | 0.09 | 1.15 | 2.36 | -0.92 | 2.27 | 0.3 | 0.2 | 0.4 | 1.47 | 1.79 | -0.13 | 1.21 | 1.89 | -0.96 | 0.91 | 1.25 | 0.77 | 1.56 | 2.64 | -0.13 | 1.09 |
| Draw Down(%) | NA | 0.5 | 6.1 | 16.2 | 21.7 | 21.7 | NA | NA | NA | NA | 26.6 | 6.1 | 6.9 | 16.9 | 6.8 | 21.7 | 3.5 | 14.3 | 2.6 | 8.3 | 8.7 | 5.3 | 6.0 | 6.2 | 14.6 | 7.6 | 14.1 | 25.6 | 3.9 | 4.7 | 3.5 | 4.1 | 4.9 | 12.1 | 7.3 |
| Standard Deviation(%) | NA | 7.4 | 8.1 | 9.9 | 11.9 | 10.2 | NA | NA | NA | NA | 9.7 | 8.1 | 8.0 | 12.7 | 10.3 | 17.4 | 7.2 | 10.0 | 4.8 | 8.7 | 9.2 | 7.1 | 7.2 | 7.4 | 13.4 | 10.0 | 13.8 | 16.0 | 7.2 | 5.6 | 6.2 | 6.0 | 7.0 | 8.8 | 7.3 |
| Treynor Ratio | NA | 0.01 | 0.02 | -0.01 | 0.06 | 0.07 | NA | NA | NA | NA | 0.12 | 0.0 | 0.18 | -0.24 | 0.01 | 0.43 | 0.34 | -0.17 | 0.23 | 0.04 | 0.03 | 0.05 | 0.18 | 0.24 | -0.03 | 0.23 | 0.54 | -0.42 | 0.15 | 0.13 | 0.09 | 0.19 | 0.49 | -0.04 | 0.28 |
| Alpha | NA | 0.05 | -0.03 | -0.01 | -0.01 | -0.01 | NA | NA | NA | NA | 0.01 | -0.03 | 0.0 | -0.01 | -0.06 | 0.04 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.02 | -0.01 | 0.02 | 0.05 | 0.0 | 0.02 | 0.01 | 0.02 | 0.02 | 0.03 | 0.03 | 0.04 |
| Beta | NA | 0.5 | 0.55 | 0.52 | 0.5 | 0.52 | NA | NA | NA | NA | 0.46 | 0.56 | 0.54 | 0.5 | 0.66 | 0.47 | 0.51 | 0.55 | 0.47 | 0.62 | 0.55 | 0.54 | 0.58 | 0.55 | 0.56 | 0.53 | 0.48 | 0.37 | 0.43 | 0.52 | 0.54 | 0.49 | 0.38 | 0.31 | 0.28 |
| RSquared | NA | 0.92 | 0.75 | 0.85 | 0.82 | 0.82 | NA | NA | NA | NA | 0.82 | 0.75 | 0.78 | 0.91 | 0.71 | 0.87 | 0.76 | 0.86 | 0.43 | 0.87 | 0.86 | 0.75 | 0.79 | 0.91 | 0.95 | 0.91 | 0.9 | 0.9 | 0.89 | 0.87 | 0.82 | 0.82 | 0.85 | 0.85 | 0.67 |
| Sortino Ratio | NA | 0.12 | 0.23 | -0.1 | 0.36 | 0.49 | NA | NA | NA | NA | 0.78 | -0.04 | 1.8 | -1.31 | 0.12 | 1.5 | 3.4 | -1.18 | 3.1 | 0.39 | 0.27 | 0.53 | 1.98 | 2.76 | -0.17 | 1.75 | 2.82 | -1.26 | 1.26 | 1.91 | 1.1 | 2.24 | 4.17 | -0.19 | 1.58 |
| Yield(%) | N/A | 0.0 | 2.6 | 3.0 | 3.7 | 4.3 | 5.2 | 5.2 | 7.2 | 7.2 | 4.08 | 2.5 | 3.5 | 3.0 | 3.0 | 4.4 | 3.8 | 6.7 | 0.6 | 1.5 | 5.5 | 3.8 | 0.8 | 4.5 | 2.6 | 3.7 | 3.8 | 4.9 | 7.7 | 6.2 | 5.5 | 5.0 | 3.7 | 4.4 | 4.7 |
| Dividend Growth(%) | N/A | -99.2 | -16.2 | -6.4 | 21.0 | 51.2 | N/A | N/A | N/A | N/A | N/A | -17.4 | 3.9 | 0.6 | -19.5 | 40.7 | -48.6 | 1148.6 | -58.1 | -72.6 | 50.8 | 418.7 | -79.9 | 67.3 | -21.4 | 24.7 | -32.7 | -30.6 | 35.8 | 23.0 | 21.2 | 57.8 | -14.4 | 1.3 | 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: US Equity, Fixed Income, Foreign Equity
that are covered in THE TJX COMPANIES INC GENERAL SAVINGS / PROFIT SHARING PLAN (P.R.). 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 9 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
01/25/2012
are obtained from historical simulation. They are hypothetical.
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