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DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST
DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Strategic Asset Allocation - Equal Weight Moderate
DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.04% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| International Equity | VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) | 1.02% | Vanguard International Growth Fund; Investor Shares | 31.31% |
| CASH | CASH (CASH) | 0.0% | Vanguard Prime Money Market Fund; Investor Shares | 38.46% |
| US Equity | VPMAX (VANGUARD PRIMECAP FUND ADMIRAL SHARES) | 1.73% | Vanguard PRIMECAP Fund; Admiral Shares | 30.23% |
* 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** |
|---|---|---|---|---|---|---|
| DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST Strategic Asset Allocation - Equal Weight Moderate | 5.4% | 24.4% | 3.0% | 9.2% | 7.8% | 7.0% |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 13.6% | 18.8% | 16.3% | 13.5% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 9.6% | 11.6% | 8.7% | 8.4% | 9.2% |
* 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 | 5.4 | 24.4 | 3.0 | 9.2 | 7.8 | 7.0 | 7.7 | 6.3 | 6.7 | 5.4 | 4.8 | 17.5 | -13.4 | 6.4 | 23.0 | 18.2 | -4.0 | 19.8 | 3.7 | 2.5 | 1.0 | 16.5 | 9.1 | -2.4 | 9.5 | 18.8 | -22.0 | 7.8 | 11.9 | 6.7 | 11.1 | 22.5 | -12.6 | -10.7 |
| Sharpe Ratio | NA | 0.15 | -0.03 | -0.09 | 0.32 | 0.49 | NA | NA | NA | NA | 0.37 | -0.16 | 1.35 | -0.93 | 0.55 | 1.16 | 1.91 | -0.47 | 3.52 | 0.38 | 0.27 | 0.12 | 2.45 | 1.28 | -0.19 | 0.95 | 1.38 | -1.15 | 0.52 | 1.27 | 0.9 | 1.41 | 2.52 | -1.06 | -1.1 |
| Draw Down(%) | NA | 0.3 | 7.5 | 19.4 | 22.5 | 22.5 | NA | NA | NA | NA | 32.7 | 7.5 | 8.7 | 20.1 | 6.7 | 20.2 | 5.7 | 12.8 | 1.8 | 8.6 | 10.0 | 7.0 | 4.7 | 6.2 | 12.6 | 7.6 | 13.1 | 30.9 | 6.2 | 7.3 | 3.5 | 5.9 | 8.4 | 20.8 | 22.7 |
| Standard Deviation(%) | NA | 6.9 | 10.9 | 12.5 | 14.1 | 11.8 | NA | NA | NA | NA | 11.2 | 10.9 | 9.8 | 15.9 | 11.7 | 19.7 | 8.8 | 11.3 | 5.4 | 9.1 | 9.4 | 7.7 | 6.7 | 7.1 | 12.4 | 9.9 | 13.6 | 20.1 | 9.4 | 6.8 | 5.0 | 7.2 | 8.7 | 12.9 | 11.8 |
| Treynor Ratio | NA | 0.02 | 0.0 | -0.02 | 0.08 | 0.1 | NA | NA | NA | NA | 0.08 | -0.02 | 0.2 | -0.25 | 0.1 | 0.42 | 0.25 | -0.08 | 0.3 | 0.05 | 0.05 | 0.01 | 0.29 | 0.17 | -0.05 | 0.18 | 0.39 | -0.48 | 0.09 | 0.14 | 0.1 | 0.2 | 0.5 | -0.32 | -0.36 |
| Alpha | NA | 0.15 | -0.04 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | 0.0 | -0.05 | 0.0 | -0.01 | -0.04 | 0.04 | 0.0 | 0.0 | 0.03 | -0.01 | 0.01 | -0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.02 | 0.01 | 0.02 | 0.02 | 0.04 | -0.01 | -0.04 |
| Beta | NA | 0.46 | 0.71 | 0.63 | 0.58 | 0.59 | NA | NA | NA | NA | 0.52 | 0.71 | 0.66 | 0.59 | 0.67 | 0.54 | 0.66 | 0.63 | 0.65 | 0.65 | 0.55 | 0.63 | 0.57 | 0.53 | 0.52 | 0.53 | 0.48 | 0.48 | 0.56 | 0.62 | 0.43 | 0.51 | 0.44 | 0.43 | 0.36 |
| RSquared | NA | 0.88 | 0.69 | 0.77 | 0.79 | 0.81 | NA | NA | NA | NA | 0.82 | 0.7 | 0.78 | 0.81 | 0.56 | 0.91 | 0.89 | 0.9 | 0.63 | 0.87 | 0.83 | 0.88 | 0.89 | 0.91 | 0.95 | 0.95 | 0.95 | 0.95 | 0.92 | 0.83 | 0.79 | 0.62 | 0.74 | 0.76 | 0.43 |
| Sortino Ratio | NA | 0.41 | -0.04 | -0.12 | 0.43 | 0.67 | NA | NA | NA | NA | 0.51 | -0.2 | 2.01 | -1.31 | 0.78 | 1.53 | 2.71 | -0.61 | 5.32 | 0.51 | 0.38 | 0.16 | 3.61 | 1.95 | -0.26 | 1.36 | 1.99 | -1.49 | 0.7 | 1.93 | 1.35 | 1.99 | 3.84 | -1.51 | -1.45 |
| Yield(%) | N/A | 0.0 | 2.6 | 4.7 | 6.2 | 6.2 | 6.2 | 6.2 | 6.7 | 6.7 | 2.97 | 2.6 | 7.5 | 4.6 | 7.0 | 4.5 | 3.7 | 4.2 | 0.3 | 2.0 | 4.0 | 2.5 | 1.5 | 1.4 | 1.5 | 1.3 | 1.2 | 3.3 | 4.9 | 4.9 | 2.9 | 1.3 | 1.0 | 0.9 | 1.4 |
| Dividend Growth(%) | N/A | -99.1 | -59.3 | 10.7 | 176.1 | 225.4 | N/A | N/A | N/A | N/A | N/A | -59.4 | 41.0 | -29.6 | 87.8 | 44.6 | -15.3 | 1855.8 | -86.7 | -48.3 | 62.7 | 85.9 | 19.8 | -7.5 | 28.4 | 24.5 | -71.0 | -27.4 | 9.7 | 85.6 | 148.3 | 53.5 | 0.1 | -43.0 | 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 2 major asset classes: US Equity, Foreign Equity
that are covered in DART CONTAINER CORPORATION EMPLOYEES 401K PLAN AND TRUST. It then selects one or two funds for each of the 2 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 8 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
05/02/2013
are obtained from historical simulation. They are hypothetical.
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