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WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.45% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| International Equity | PGROX (DREYFUS WORLDWIDE GROWTH FUND CLASS A) | 1.80% | Dreyfus Premier Worldwide Growth Fund | 32.16% |
| US Equity | SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) | 1.84% | Legg Mason Partners Equity Trust: ClearBridge Appreciation Fund; Class I Shares | 15.88% |
| US Equity | AGTHX (GROWTH FUND OF AMERICA CLASS A) | 2.20% | Growth Fund of America | 16.77% |
| CASH | CASH (CASH) | 0.0% | CASH | 35.19% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 6.1% | 17.2% | 5.6% | 7.7% | 6.5% | 6.8% |
| VFINX (Vanguard (S&P 500) Index) | 6.8% | 15.9% | 16.4% | 15.4% | 13.4% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.5% | 6.7% | 7.6% | 6.1% | 7.3% | 8.5% |
* 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(%) | 0.9 | 6.1 | 17.2 | 5.6 | 7.7 | 6.5 | 6.8 | 7.2 | 6.1 | 6.4 | 5.7 | 6.6 | 16.0 | -11.1 | 6.4 | 14.5 | 19.2 | -7.6 | 14.3 | 7.0 | -1.8 | 3.9 | 14.4 | 10.1 | 3.5 | 9.0 | 21.7 | -20.8 | 7.9 | 9.5 | 8.0 | 8.2 | 15.2 | -8.8 | 2.8 |
| Sharpe Ratio | NA | 0.15 | -0.23 | 0.18 | 0.4 | 0.41 | NA | NA | NA | NA | 0.44 | 0.0 | 1.52 | -0.93 | 0.67 | 0.77 | 2.55 | -0.95 | 3.35 | 0.89 | -0.21 | 0.56 | 2.29 | 1.49 | 0.28 | 0.85 | 1.45 | -1.21 | 0.6 | 0.94 | 1.06 | 1.11 | 1.87 | -0.91 | 0.05 |
| Draw Down(%) | NA | 3.0 | 7.0 | 12.3 | 17.6 | 21.7 | NA | NA | NA | NA | 32.4 | 6.8 | 6.6 | 16.1 | 4.7 | 21.7 | 3.5 | 14.1 | 1.3 | 5.0 | 8.8 | 5.6 | 5.0 | 5.3 | 10.3 | 8.2 | 13.9 | 28.4 | 5.6 | 7.1 | 3.9 | 5.8 | 8.5 | 18.0 | 14.6 |
| Standard Deviation(%) | NA | 8.2 | 8.9 | 10.1 | 12.1 | 10.2 | NA | NA | NA | NA | 10.1 | 8.7 | 7.8 | 13.4 | 9.4 | 18.4 | 7.0 | 9.3 | 4.1 | 7.7 | 8.9 | 7.0 | 6.3 | 6.7 | 12.2 | 10.5 | 14.9 | 17.9 | 8.2 | 6.6 | 5.4 | 6.5 | 7.8 | 10.9 | 10.2 |
| Treynor Ratio | NA | 0.02 | -0.03 | 0.03 | 0.09 | 0.08 | NA | NA | NA | NA | 0.09 | 0.0 | 0.21 | -0.23 | 0.1 | 0.27 | 0.32 | -0.17 | 0.25 | 0.12 | -0.03 | 0.07 | 0.27 | 0.19 | 0.07 | 0.16 | 0.41 | -0.51 | 0.1 | 0.1 | 0.12 | 0.14 | 0.35 | -0.25 | 0.01 |
| Alpha | NA | 0.02 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | 0.01 | -0.04 | 0.0 | 0.0 | -0.04 | 0.02 | 0.01 | -0.02 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | -0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 0.56 | 0.63 | 0.57 | 0.55 | 0.55 | NA | NA | NA | NA | 0.5 | 0.64 | 0.57 | 0.55 | 0.65 | 0.52 | 0.55 | 0.51 | 0.55 | 0.57 | 0.54 | 0.58 | 0.54 | 0.52 | 0.51 | 0.57 | 0.53 | 0.43 | 0.49 | 0.6 | 0.49 | 0.53 | 0.41 | 0.39 | 0.44 |
| RSquared | NA | 0.82 | 0.83 | 0.93 | 0.92 | 0.92 | NA | NA | NA | NA | 0.9 | 0.85 | 0.93 | 0.98 | 0.82 | 0.96 | 0.96 | 0.88 | 0.82 | 0.95 | 0.9 | 0.89 | 0.89 | 0.96 | 0.97 | 0.96 | 0.93 | 0.96 | 0.92 | 0.83 | 0.84 | 0.83 | 0.83 | 0.86 | 0.85 |
| Sortino Ratio | NA | 0.21 | -0.29 | 0.25 | 0.54 | 0.55 | NA | NA | NA | NA | 0.6 | 0.0 | 2.29 | -1.27 | 0.94 | 1.01 | 3.7 | -1.2 | 5.36 | 1.24 | -0.28 | 0.77 | 3.3 | 2.28 | 0.38 | 1.21 | 2.12 | -1.57 | 0.81 | 1.41 | 1.56 | 1.55 | 2.79 | -1.28 | 0.07 |
| Yield(%) | N/A | 0.2 | 2.4 | 3.6 | 4.5 | 5.4 | 6.4 | 6.4 | 6.9 | 6.9 | 3.46 | 2.5 | 4.3 | 3.7 | 5.0 | 3.4 | 5.8 | 3.6 | 7.1 | 4.8 | 4.3 | 2.4 | 2.1 | 3.0 | 2.2 | 2.3 | 1.3 | 2.1 | 7.2 | 4.8 | 2.5 | 1.7 | 1.7 | 0.8 | 3.1 |
| Dividend Growth(%) | N/A | -92.6 | -29.8 | -11.6 | 4.7 | 166.6 | N/A | N/A | N/A | N/A | N/A | -33.6 | 3.5 | -21.4 | 64.1 | -29.1 | 48.9 | -41.6 | 59.7 | 8.9 | 82.7 | 31.1 | -23.0 | 41.7 | 3.5 | 116.0 | -49.3 | -69.1 | 60.8 | 109.8 | 57.2 | 14.2 | 112.2 | -75.4 | 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: Foreign Equity, US Equity, Fixed Income
that are covered in WESTINGHOUSE ELECTRIC COMPANY 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
06/22/2018
are obtained from historical simulation. They are hypothetical.
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