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401k Investor
FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN
FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.01% 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 | VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) | 0.96% | Vanguard International Value Fund; Investor Shares | 43.20% |
| US Equity | VPMCX (VANGUARD PRIMECAP FUND INVESTOR SHARES) | 1.73% | Vanguard PRIMECAP Fund; Investor Shares | 4.69% |
| CASH | CASH (CASH) | 0.0% | Vanguard Prime Money Market Fund; Investor Shares | 28.19% |
| General Bond | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.08% | Vanguard Inflation-Protected Securities Fund; Investor Shares | 23.92% |
* 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** |
|---|---|---|---|---|---|---|
| FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | -23.5% | -14.0% | -6.9% | 0.9% | 2.9% | 5.9% |
| VFINX (Vanguard (S&P 500) Index) | 1.0% | 14.3% | 14.0% | 15.9% | 12.8% | 13.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -0.4% | 5.4% | 5.6% | 6.2% | 6.7% | 8.6% |
* 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(%) | -0.5 | -23.5 | -14.0 | -6.9 | 0.9 | 2.9 | 5.9 | 4.4 | 5.5 | 4.2 | 5.3 | 3.0 | 15.7 | -11.1 | 10.8 | 12.2 | 16.0 | -5.1 | 15.2 | 4.7 | 1.1 | -0.1 | 14.5 | 10.4 | -1.5 | 9.4 | 17.8 | -22.3 | 8.3 | 10.7 | 7.5 | 12.5 | 25.8 | -9.9 | -5.8 |
| Sharpe Ratio | NA | 0.09 | -0.06 | -0.07 | 0.13 | 0.25 | NA | NA | NA | NA | 0.29 | -0.08 | 1.4 | -0.88 | 1.23 | 0.64 | 1.97 | -0.68 | 2.84 | 0.5 | 0.12 | -0.02 | 2.22 | 1.5 | -0.13 | 0.91 | 1.27 | -1.26 | 0.61 | 1.14 | 1.03 | 1.57 | 2.92 | -0.9 | -0.69 |
| Draw Down(%) | NA | 0.2 | 29.0 | 29.0 | 29.0 | 29.0 | NA | NA | NA | NA | 33.3 | 29.0 | 6.8 | 19.0 | 4.3 | 21.5 | 4.1 | 12.0 | 2.2 | 7.8 | 10.0 | 6.3 | 5.2 | 5.8 | 11.9 | 8.5 | 13.9 | 31.1 | 5.7 | 6.9 | 3.5 | 6.0 | 7.7 | 18.9 | 18.7 |
| Standard Deviation(%) | NA | 4.8 | 46.2 | 28.3 | 23.7 | 17.8 | NA | NA | NA | NA | 13.9 | 46.2 | 8.2 | 14.2 | 8.7 | 18.6 | 7.4 | 9.4 | 5.1 | 9.1 | 9.4 | 7.1 | 6.5 | 6.9 | 12.0 | 10.3 | 13.9 | 18.5 | 8.7 | 6.5 | 5.2 | 7.4 | 8.6 | 12.2 | 11.8 |
| Treynor Ratio | NA | 0.02 | -0.04 | -0.03 | 0.06 | 0.08 | NA | NA | NA | NA | 0.08 | -0.05 | 0.2 | -0.23 | 0.18 | 0.24 | 0.26 | -0.12 | 0.25 | 0.07 | 0.02 | 0.0 | 0.26 | 0.2 | -0.03 | 0.17 | 0.36 | -0.53 | 0.1 | 0.13 | 0.12 | 0.22 | 0.58 | -0.26 | -0.16 |
| Alpha | NA | 0.06 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | -0.03 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.03 | 0.02 | 0.0 | 0.02 | 0.03 | 0.05 | 0.0 | -0.01 |
| Beta | NA | 0.28 | 0.7 | 0.58 | 0.54 | 0.55 | NA | NA | NA | NA | 0.5 | 0.71 | 0.56 | 0.55 | 0.58 | 0.51 | 0.56 | 0.53 | 0.59 | 0.65 | 0.55 | 0.58 | 0.56 | 0.51 | 0.5 | 0.55 | 0.49 | 0.44 | 0.52 | 0.59 | 0.44 | 0.53 | 0.43 | 0.42 | 0.49 |
| RSquared | NA | 0.66 | 0.03 | 0.12 | 0.23 | 0.29 | NA | NA | NA | NA | 0.47 | 0.04 | 0.8 | 0.86 | 0.76 | 0.9 | 0.89 | 0.92 | 0.6 | 0.88 | 0.83 | 0.86 | 0.89 | 0.9 | 0.93 | 0.93 | 0.94 | 0.93 | 0.91 | 0.83 | 0.75 | 0.64 | 0.73 | 0.8 | 0.8 |
| Sortino Ratio | NA | 0.21 | -0.08 | -0.1 | 0.19 | 0.34 | NA | NA | NA | NA | 0.4 | -0.11 | 2.07 | -1.22 | 1.79 | 0.83 | 2.83 | -0.88 | 4.12 | 0.68 | 0.17 | -0.02 | 3.26 | 2.31 | -0.17 | 1.3 | 1.83 | -1.62 | 0.82 | 1.73 | 1.54 | 2.21 | 4.54 | -1.28 | -0.95 |
| Yield(%) | N/A | 0.0 | 1.9 | 3.7 | 4.9 | 5.1 | 5.4 | 5.4 | 6.0 | 6.0 | 3.15 | 1.9 | 5.2 | 4.4 | 5.8 | 4.3 | 4.4 | 4.2 | 0.2 | 3.1 | 4.6 | 3.1 | 1.9 | 2.3 | 2.4 | 1.8 | 1.7 | 3.2 | 4.8 | 4.5 | 4.0 | 1.7 | 1.8 | 0.8 | 1.9 |
| Dividend Growth(%) | N/A | -98.6 | -58.4 | -6.2 | 81.8 | 125.2 | N/A | N/A | N/A | N/A | N/A | -58.7 | 3.2 | -14.8 | 50.7 | 14.8 | -2.6 | 2447.9 | -93.4 | -32.4 | 48.0 | 82.9 | -8.8 | -2.6 | 41.6 | 21.5 | -56.8 | -28.0 | 15.0 | 23.7 | 166.5 | 13.5 | 104.9 | -58.1 | 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 FEDEX OFFICE AND PRINT SERVICES INC. 401K RETIREMENT SAVINGS 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 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
05/06/2013
are obtained from historical simulation. They are hypothetical.
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