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J.C. PENNEY CORPORATION INC. SAVINGS PROFIT- SHARING and STOCK OWNERSHIP
J.C. PENNEY CORPORATION INC. SAVINGS PROFIT- SHARING and STOCK OWNERSHIP Strategic Asset Allocation - Equal Weight Moderate
J.C. PENNEY CORPORATION INC. SAVINGS PROFIT- SHARING and STOCK OWNERSHIP 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 |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 100.00% |
* 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** |
|---|---|---|---|---|---|---|
| J.C. PENNEY CORPORATION INC. SAVINGS PROFIT- SHARING and STOCK OWNERSHIP Strategic Asset Allocation - Equal Weight Moderate | -0.6% | 6.6% | 3.8% | 2.4% | 1.5% | 2.2% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.7% | 19.4% | 16.6% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 10.3% | 11.9% | 8.9% | 8.5% | 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(%) | 0.2 | -0.6 | 6.6 | 3.8 | 2.4 | 1.5 | 2.2 | 2.3 | 2.7 | 2.7 | 2.5 | 6.6 | 4.2 | 1.4 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 2.7 | 6.1 | 2.9 | 6.6 | 10.4 | -10.1 | 5.6 | 10.2 | 3.4 | 3.7 | 0.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.02 | 0.03 | -0.05 | -0.02 | 0.01 | NA | NA | NA | NA | 0.35 | -0.02 | -0.05 | 0.0 | 0.02 | 0.05 | 1.02 | 2.25 | 0.06 | 0.93 | -0.2 | 0.14 | 0.82 | 2.04 | 0.55 | 1.48 | 1.55 | -1.04 | 0.48 | 1.24 | 0.35 | 2.14 | 0.05 | 0.01 | 0.01 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 17.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.7 | 2.0 | 4.2 | 3.2 | 7.4 | 17.6 | 3.4 | 5.0 | 2.7 | 0.4 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.0 | 0.5 | 0.4 | 0.3 | 0.2 | NA | NA | NA | NA | 3.5 | 0.5 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.2 | 3.0 | 5.2 | 4.4 | 6.6 | 10.6 | 5.3 | 5.6 | 3.7 | 1.3 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.0 | 0.05 | -0.17 | -0.19 | 0.09 | NA | NA | NA | NA | 0.11 | -0.02 | 0.29 | 0.01 | 0.06 | -0.28 | 64.8 | -7.43 | -0.29 | 1.22 | 1.87 | 0.22 | 0.13 | 0.29 | 0.14 | 0.29 | 0.44 | -0.45 | 0.08 | 0.13 | 0.04 | 0.71 | 0.68 | -0.13 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.21 | 0.21 | 0.23 | 0.23 | 0.25 | 0.31 | 0.54 | 0.32 | 0.04 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.45 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.38 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.49 | 0.82 | 0.88 | 0.87 | 0.93 | 0.91 | 0.85 | 0.94 | 0.81 | 0.11 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 2.69 | 1.5 | -1.72 | -0.74 | 0.38 | NA | NA | NA | NA | 0.48 | -0.73 | -0.95 | 373.11 | 44.17 | 3305.08 | NA | NA | 0.19 | 33.82 | -4.94 | 264.48 | 1.1 | 3.25 | 0.76 | 2.17 | 2.33 | -1.37 | 0.63 | 1.88 | 0.49 | 4.15 | 3.61 | 0.81 | NA |
| Yield(%) | N/A | 0.1 | 6.6 | 4.2 | 2.6 | 1.7 | 1.7 | 1.7 | 2.2 | 2.2 | 1.49 | 6.6 | 4.3 | 1.4 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.1 | 1.6 | 1.9 | 1.8 | 1.8 | 2.4 | 2.5 | 2.6 | 2.9 | 1.9 | 0.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -99.1 | 60.9 | 686.1 | 265.1 | 22.4 | N/A | N/A | N/A | N/A | N/A | 61.3 | 211.9 | 5681.4 | -89.7 | -83.3 | 7.7 | 113.3 | 202.1 | 642.1 | 78.5 | -84.9 | -92.9 | -15.3 | 15.8 | 11.8 | -33.0 | 1.8 | 4.1 | -5.6 | 59.3 | 170.6 | -36.8 | -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 1 major asset classes: US Equity
that are covered in J.C. PENNEY CORPORATION INC. SAVINGS PROFIT- SHARING and STOCK OWNERSHIP. It then selects one or two funds for each of the 1 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
05/08/2013
are obtained from historical simulation. They are hypothetical.
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