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MONSTER WORLDWIDE, INC. 401(k) SAVINGS PLAN
MONSTER WORLDWIDE, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate
MONSTER WORLDWIDE, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate
live (public) 0.09% December 31
Delayed
Holdings (As of 11/29/2019)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.10% | PIMCO Total Return Fund Registered investment company. | 24.56% |
| US Equity | HLGEX (JPMORGAN MID CAP GROWTH FUND SELECT CLASS) | 0.78% | JP Morgan Diversified Mid Cap Growth Registered investment company. | 12.85% |
| US Equity | JMCVX (PERKINS MID CAP VALUE FUND CLASS T) | 0.19% | Perkins Mid Cap Value Inv Registered investment company. | 13.30% |
| Real Estate | VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 0.19% | Vanguard REIT Index Investor SHS | 7.47% |
| Emerging Market Equity | ODMAX (Oppenheimer Developing Markets A) | 0.12% | Oppenheimer Developing Markets A Registered investment company. | 10.36% |
| International Equity | SWOIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND INVESTOR SHARES) | Laudus International MarketMasters Fund Registered investment company. | 16.40% | |
| Inflation Protected Bond | ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) | 0.09% | American Century Inflation — Adjusted Bond Fund Registered investment company. | 15.06% |
* Day change on 09/30/2019.
Previous
Beta
Performance (As of 12/31/2019)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MONSTER WORLDWIDE, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | 15.3% | 5.0% | 7.2% | 5.6% | 7.3% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 14.9% | 13.9% | 7.1% | 9.4% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.0 | 7.2 | 5.6 | 7.3 | 7.3 | 0.0 | 7.8 | 18.6 | -6.4 | 15.3 | 5.5 | -0.5 | 4.1 | 13.0 | 13.4 | -2.5 | 15.7 | 31.4 | -26.8 | 12.1 | 13.4 | 11.3 | 14.6 | 26.7 | -1.0 | 5.1 |
| Sharpe Ratio | NA | 3.05 | 1.13 | 0.73 | 0.79 | NA | NA | 0.65 | 3.05 | -0.87 | 3.29 | 0.63 | -0.06 | 0.6 | 1.82 | 1.68 | -0.18 | 1.34 | 1.66 | -1.15 | 0.87 | 1.35 | 1.61 | 2.09 | 4.23 | -0.3 | 0.39 |
| Draw Down(%) | NA | 2.2 | 12.7 | 12.7 | 15.4 | NA | NA | 39.6 | 2.2 | 12.7 | 1.8 | 7.1 | 9.1 | 5.7 | 7.3 | 6.8 | 15.4 | 8.5 | 17.1 | 39.4 | 7.6 | 8.5 | 3.8 | 7.3 | 5.4 | 13.9 | 11.1 |
| Standard Deviation(%) | NA | 5.6 | 6.6 | 7.4 | 8.8 | NA | NA | 10.5 | 5.6 | 8.9 | 4.5 | 8.4 | 8.3 | 6.8 | 7.1 | 8.0 | 14.4 | 11.6 | 18.8 | 24.1 | 10.4 | 7.5 | 5.7 | 6.5 | 6.1 | 7.1 | 7.3 |
| Treynor Ratio | NA | 0.44 | 0.17 | 0.11 | 0.13 | NA | NA | 0.14 | 0.44 | -0.16 | 0.3 | 0.09 | -0.01 | 0.08 | 0.23 | 0.24 | -0.04 | 0.26 | 0.47 | -0.49 | 0.15 | 0.16 | 0.21 | 0.32 | 0.92 | -0.1 | 0.11 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.02 | -0.02 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | 0.03 | 0.05 | -0.02 | 0.03 | 0.01 | 0.03 | 0.04 | 0.06 | 0.01 | 0.02 |
| Beta | NA | 0.39 | 0.45 | 0.49 | 0.54 | NA | NA | 0.5 | 0.39 | 0.48 | 0.48 | 0.58 | 0.49 | 0.49 | 0.57 | 0.56 | 0.59 | 0.61 | 0.66 | 0.56 | 0.6 | 0.62 | 0.44 | 0.43 | 0.28 | 0.22 | 0.26 |
| RSquared | NA | 0.73 | 0.76 | 0.79 | 0.83 | NA | NA | 0.78 | 0.73 | 0.85 | 0.52 | 0.82 | 0.83 | 0.67 | 0.79 | 0.81 | 0.9 | 0.9 | 0.92 | 0.92 | 0.85 | 0.69 | 0.63 | 0.52 | 0.61 | 0.64 | 0.58 |
| Sortino Ratio | NA | 4.85 | 1.57 | 1.0 | 1.09 | NA | NA | 0.9 | 4.85 | -1.12 | 5.23 | 0.86 | -0.08 | 0.8 | 2.58 | 2.54 | -0.23 | 1.95 | 2.46 | -1.49 | 1.19 | 2.02 | 2.47 | 2.97 | 6.77 | -0.4 | 0.52 |
| Yield(%) | N/A | 3.7 | 4.8 | 5.3 | 6.6 | 8.3 | 10.1 | 4.64 | 3.4 | 5.0 | 5.0 | 4.1 | 7.1 | 5.7 | 5.1 | 4.2 | 2.6 | 3.0 | 3.1 | 7.0 | 7.4 | 7.1 | 4.8 | 2.4 | 2.6 | 3.5 | 5.0 |
| Dividend Growth(%) | N/A | -26.8 | -8.3 | 54.3 | N/A | N/A | N/A | N/A | -36.3 | 14.7 | 31.9 | -43.9 | 31.2 | 23.2 | 37.5 | 59.2 | -1.3 | 29.8 | -67.4 | 5.2 | 17.6 | 65.7 | 127.2 | 18.9 | -26.3 | -26.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Optimal
strategy. Asset weights of available asset classes
in MONSTER WORLDWIDE, INC. 401(k) SAVINGS PLAN are derived based on long term asset trends and their correlations.
For each major asset class, one or two funds are selected:
1. Risk allocation: the risk profile of this portfolio is 40.
The total allocation of the fixed income asset should be at least 40%.
2. Asset weights:
3. Fund selection: one or two top performing funds among 16 available funds in the plan are chosen for each asset.
They are usually equally weighted within the asset by default. Volatile funds or ETFs with small trading volume are ignored.
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 are obtained from historical simulation. They are hypothetical.
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