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AGFA CORPORATION EMPLOYEE SAVINGS PLAN
AGFA CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
AGFA CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.46% June 14
Delayed
Holdings (As of 04/30/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
International Equity | VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) | 1.71% | Vanguard World Funds: Vanguard International Growth Fund; Investor Shares | 30.10% |
US Equity | VPMCX (VANGUARD PRIMECAP FUND INVESTOR SHARES) | 0.73% | Vanguard Chester Funds: Vanguard PRIMECAP Fund; Investor Shares | 15.64% |
US Equity | VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 2.01% | Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares | 14.58% |
CASH | CASH (CASH) | 0.0% | CASH | 39.68% |
* Day change on 04/30/2024.
Beta
Performance (As of 06/14/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
AGFA CORPORATION EMPLOYEE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 5.4% | 10.0% | 0.3% | 8.2% | 6.5% | 7.2% |
VFINX (Vanguard (S&P 500) Index) | 14.6% | 25.9% | 10.0% | 15.3% | 12.8% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 7.7% | 15.9% | 3.7% | 8.6% | 7.9% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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(%) | -0.1 | 5.4 | 10.0 | 0.3 | 8.2 | 6.5 | 7.2 | 6.2 | 5.5 | 13.9 | -14.8 | 5.1 | 25.9 | 18.4 | -5.2 | 16.7 | 3.3 | 3.4 | 0.9 | 16.1 | 9.1 | -2.6 | 9.8 | 17.4 | -21.6 | 7.9 | 11.1 | 6.7 | 9.8 | 21.7 | -11.2 | -3.8 |
Sharpe Ratio | NA | 0.45 | 0.7 | -0.17 | 0.47 | 0.46 | NA | NA | 0.39 | 1.01 | -0.99 | 0.44 | 1.26 | 1.82 | -0.57 | 2.84 | 0.36 | 0.37 | 0.11 | 2.43 | 1.24 | -0.2 | 0.97 | 1.25 | -1.17 | 0.56 | 1.24 | 0.92 | 1.24 | 2.51 | -1.04 | -0.52 |
Draw Down(%) | NA | 3.8 | 9.4 | 23.4 | 23.4 | 23.4 | NA | NA | 32.3 | 9.4 | 20.8 | 6.8 | 21.8 | 6.0 | 13.9 | 2.4 | 8.3 | 9.2 | 6.0 | 4.8 | 6.4 | 13.2 | 7.8 | 13.3 | 30.1 | 5.8 | 6.8 | 3.3 | 7.0 | 8.5 | 19.5 | 19.2 |
Standard Deviation(%) | NA | 8.3 | 8.8 | 12.3 | 14.0 | 11.7 | NA | NA | 11.1 | 9.5 | 16.3 | 11.6 | 20.3 | 9.3 | 11.4 | 5.7 | 8.7 | 9.1 | 7.5 | 6.6 | 7.3 | 13.3 | 10.0 | 13.8 | 19.2 | 8.8 | 6.3 | 5.0 | 7.1 | 8.4 | 11.8 | 11.9 |
Treynor Ratio | NA | 0.06 | 0.09 | -0.03 | 0.11 | 0.09 | NA | NA | 0.08 | 0.15 | -0.27 | 0.08 | 0.46 | 0.24 | -0.1 | 0.24 | 0.05 | 0.06 | 0.01 | 0.28 | 0.16 | -0.05 | 0.18 | 0.35 | -0.5 | 0.09 | 0.14 | 0.11 | 0.18 | 0.52 | -0.31 | -0.12 |
Alpha | NA | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.02 | -0.04 | 0.05 | -0.01 | -0.01 | 0.01 | -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 | 0.0 |
Beta | NA | 0.67 | 0.69 | 0.62 | 0.59 | 0.6 | NA | NA | 0.52 | 0.66 | 0.61 | 0.65 | 0.56 | 0.7 | 0.63 | 0.66 | 0.63 | 0.54 | 0.63 | 0.56 | 0.55 | 0.55 | 0.54 | 0.49 | 0.45 | 0.53 | 0.57 | 0.43 | 0.49 | 0.4 | 0.4 | 0.49 |
RSquared | NA | 0.77 | 0.79 | 0.75 | 0.81 | 0.82 | NA | NA | 0.84 | 0.82 | 0.81 | 0.55 | 0.9 | 0.88 | 0.89 | 0.6 | 0.89 | 0.86 | 0.9 | 0.89 | 0.93 | 0.95 | 0.95 | 0.94 | 0.94 | 0.92 | 0.82 | 0.79 | 0.58 | 0.67 | 0.76 | 0.79 |
Sortino Ratio | NA | 0.65 | 1.02 | -0.24 | 0.64 | 0.63 | NA | NA | 0.54 | 1.46 | -1.39 | 0.62 | 1.64 | 2.59 | -0.74 | 4.18 | 0.48 | 0.52 | 0.15 | 3.58 | 1.89 | -0.26 | 1.4 | 1.8 | -1.53 | 0.76 | 1.87 | 1.37 | 1.71 | 3.83 | -1.47 | -0.72 |
Yield(%) | N/A | 0.7 | 3.3 | 4.9 | 5.4 | 4.9 | 5.6 | 5.9 | 2.74 | 3.6 | 3.9 | 7.5 | 2.6 | 3.2 | 3.3 | 0.3 | 1.4 | 4.8 | 3.4 | 3.2 | 1.5 | 1.2 | 1.1 | 1.2 | 2.8 | 5.5 | 4.8 | 2.3 | 1.2 | 1.0 | 1.1 | 1.6 |
Dividend Growth(%) | N/A | -76.9 | -32.5 | 142.8 | 140.9 | 171.1 | N/A | N/A | N/A | -21.8 | -44.7 | 264.9 | -4.3 | -9.0 | 1188.2 | -78.0 | -69.2 | 43.9 | 20.6 | 127.0 | 29.7 | 13.8 | 4.6 | -64.8 | -45.2 | 25.5 | 127.9 | 99.8 | 55.4 | -18.1 | -37.1 | 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 2 major asset classes: US Equity, Foreign Equity
that are covered in AGFA CORPORATION EMPLOYEE SAVINGS PLAN. 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 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
06/08/2013
are obtained from historical simulation. They are hypothetical.