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PANDORA MEDIA INC. 401K PROFIT SHARING PLAN and TRUST
PANDORA MEDIA INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate
PANDORA MEDIA INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.20% December 31
Delayed
Holdings (As of 11/30/2018)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | VANG PRIME MM INV (VMMXX) | 40.02% |
| International Equity | DFISX (INTERNATIONAL SMALL COMPANY PORTFOLIO INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) | 0.44% | DFA International Small Company I | 14.55% |
| US Equity | JLGRX (JPMORGAN LARGE CAP GROWTH FUND CLASS R5) | 0.15% | JPMorgan Large Cap Growth R5 | 6.53% |
| US Equity | FSEVX (FIDELITY EXTENDED MARKET INDEX FUND PREMIUM CLASS) | 0.23% | Fidelity Spartan Extnd Mkt Idx Advtg | 8.55% |
| Real Estate | PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) | 1.56% | PIMCO Real Estate Real Return Strategy I | 14.87% |
| Emerging Market Equity | ODVIX (Oppenheimer Developing Markets Cl I) | 0.27% | Oppenheimer Developing Markets I | 15.48% |
* Day change on 09/28/2018.
Previous
Beta
Performance (As of 12/31/2018)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| PANDORA MEDIA INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate | -0.7% | -0.1% | 6.6% | 3.8% | 7.0% | 6.4% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.1 | 6.6 | 3.8 | 7.0 | 6.4 | 7.4 | 0.0 | 7.4 | -6.3 | 10.8 | 4.6 | -2.3 | 4.6 | 5.1 | 12.4 | 2.4 | 17.0 | 33.5 | -19.9 | 2.8 | 11.9 | 7.6 | 21.7 | 31.3 | -0.9 | 8.8 |
| Sharpe Ratio | NA | -0.99 | 0.29 | 0.24 | 0.75 | NA | NA | NA | 0.64 | -0.99 | 2.3 | 0.53 | -0.29 | 0.75 | 0.68 | 1.86 | 0.21 | 1.61 | 1.69 | -1.08 | -0.03 | 1.26 | 0.96 | 1.74 | 5.01 | -0.23 | 0.78 |
| Draw Down(%) | NA | 10.6 | 10.6 | 13.0 | 17.0 | NA | NA | NA | 35.5 | 10.6 | 2.7 | 7.4 | 10.2 | 5.9 | 9.4 | 5.0 | 10.2 | 7.0 | 17.0 | 34.4 | 6.7 | 5.1 | 4.2 | 10.3 | 6.2 | 17.7 | 11.7 |
| Standard Deviation(%) | NA | 7.7 | 7.0 | 7.1 | 9.9 | NA | NA | NA | 10.1 | 7.7 | 4.4 | 8.3 | 8.0 | 6.1 | 7.4 | 6.6 | 11.5 | 10.5 | 19.8 | 19.3 | 8.6 | 6.8 | 5.6 | 11.9 | 6.1 | 8.7 | 8.4 |
| Treynor Ratio | NA | -0.18 | 0.05 | 0.04 | 0.14 | NA | NA | NA | 0.15 | -0.19 | 0.27 | 0.08 | -0.05 | 0.1 | 0.1 | 0.28 | 0.05 | 0.32 | 0.51 | -0.49 | 0.0 | 0.15 | 0.14 | 0.46 | 1.25 | -0.08 | 0.24 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.01 | NA | NA | NA | 0.02 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.04 | 0.02 | 0.01 | 0.04 | 0.06 | -0.01 | 0.0 | 0.01 | 0.02 | 0.06 | 0.08 | 0.02 | 0.04 |
| Beta | NA | 0.41 | 0.45 | 0.45 | 0.52 | NA | NA | NA | 0.43 | 0.41 | 0.37 | 0.54 | 0.44 | 0.44 | 0.53 | 0.45 | 0.45 | 0.53 | 0.66 | 0.43 | 0.46 | 0.56 | 0.4 | 0.45 | 0.24 | 0.25 | 0.27 |
| RSquared | NA | 0.82 | 0.69 | 0.7 | 0.75 | NA | NA | NA | 0.65 | 0.82 | 0.32 | 0.71 | 0.74 | 0.68 | 0.63 | 0.74 | 0.83 | 0.82 | 0.82 | 0.82 | 0.72 | 0.68 | 0.53 | 0.17 | 0.47 | 0.55 | 0.48 |
| Sortino Ratio | NA | -1.25 | 0.39 | 0.32 | 1.08 | NA | NA | NA | 0.9 | -1.26 | 3.46 | 0.72 | -0.38 | 1.07 | 0.93 | 2.82 | 0.28 | 2.37 | 2.6 | -1.4 | -0.04 | 1.94 | 1.41 | 2.81 | 7.94 | -0.31 | 1.01 |
| Yield(%) | N/A | 1.6 | 1.4 | 2.1 | 4.1 | 5.2 | 5.2 | 6.4 | 3.46 | 1.6 | 0.5 | 1.8 | 3.1 | 2.7 | 2.1 | 3.6 | 2.2 | 3.9 | 3.6 | 4.9 | 3.9 | 5.1 | 4.0 | 3.9 | 3.3 | 5.1 | 7.0 |
| Dividend Growth(%) | N/A | 244.2 | -45.1 | -11.3 | N/A | N/A | N/A | N/A | N/A | 244.2 | -69.2 | -44.5 | 20.7 | 37.0 | -35.0 | 70.3 | -35.9 | 46.7 | -40.7 | 29.0 | -15.4 | 40.7 | 22.3 | 54.4 | -35.6 | -20.8 | 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 5 major asset classes: US Equity, Fixed Income, Foreign Equity, Emerging Market Equity, REITs
that are covered in PANDORA MEDIA INC. 401K PROFIT SHARING PLAN and TRUST. It then selects one or two funds for each of the 5 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 26 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
03/02/2016
are obtained from historical simulation. They are hypothetical.
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