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RENASANT BANK 401(k) PLAN
RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate
RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate
live (public) 0.05% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | BCOIX (BAIRD CORE PLUS BOND FUND INSTITUTIONAL) | 0.0% | Baird Core Plus Bond Inst | 39.11% |
| US Equity | TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) | 2.49% | T. Rowe Price Blue Chip Growth | 11.06% |
| US Equity | PRDSX (T. ROWE PRICE QM U.S. SMALL-CAP GROWTH EQUITY FUND T. ROWE PRICE QM U.S. SMALL-CAP GROWTH EQUITY FUND) | 1.50% | T. Rowe Price Diversified Sm Cap Growth | 10.60% |
| Real Estate | VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 1.67% | Vanguard REIT Index Adm | 10.06% |
| Emerging Market Equity | PRZIX (T. ROWE PRICE EMERGING MARKETS STOCK FUND T. ROWE PRICE EMERGING MARKETS STOCK FUND-I CLASS) | 0.84% | T.Rowe Price Emerging Markets Stock I | 8.72% |
| International Equity | HILYX (THE HARTFORD INTERNATIONAL VALUE FUND CLASS Y) | 0.31% | Hartford International Value Y | 7.39% |
| International Equity | VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) | 0.92% | Vanguard Tax-Managed Intl Adm | 0.37% |
| International Equity | JIGTX (JOHN HANCOCK INTERNATIONAL GROWTH FUND CLASS R6) | 1.01% | JHancock International Growth R5 | 5.16% |
| International Equity | VTIAX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES) | 0.81% | Vanguard Total Intl Stock Index Admiral | 7.53% |
* 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** |
|---|---|---|---|---|---|---|
| RENASANT BANK 401(k) PLAN Asset Allocation Composite Moderate | 3.7% | 16.6% | 3.1% | 6.1% | 6.2% | 8.5% |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 14.8% | 19.6% | 16.6% | 13.6% | 14.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.6% |
* 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(%) | 1.0 | 3.7 | 16.6 | 3.1 | 6.1 | 6.2 | 8.5 | 8.9 | 8.9 | 9.1 | 9.6 | 7.1 | 13.7 | -14.8 | 11.3 | 10.5 | 18.3 | -3.8 | 14.2 | 7.3 | -0.6 | 8.6 | 18.4 | 19.0 | 0.1 | 24.2 | 28.0 | -4.2 | 4.4 | 14.5 | 8.4 | 14.9 | 25.2 | 8.9 | 7.3 |
| Sharpe Ratio | NA | 0.22 | 0.23 | 0.0 | 0.42 | 0.53 | NA | NA | NA | NA | 1.0 | 0.06 | 1.12 | -1.76 | 1.32 | 1.22 | 2.67 | -0.58 | 2.71 | 1.03 | -0.09 | 1.29 | 2.41 | 2.33 | 0.0 | 2.28 | 2.53 | -0.67 | 0.14 | 1.55 | 0.89 | 1.7 | 3.65 | 1.8 | 0.99 |
| Draw Down(%) | NA | 1.9 | 5.6 | 10.3 | 16.0 | 16.0 | NA | NA | NA | NA | 16.0 | 4.4 | 8.7 | 15.6 | 4.4 | 12.6 | 2.8 | 11.7 | 1.9 | 4.9 | 7.1 | 5.1 | 7.0 | 6.3 | 14.5 | 8.4 | 5.2 | 9.8 | 7.9 | 6.7 | 4.3 | 8.9 | 2.7 | 3.0 | 3.7 |
| Standard Deviation(%) | NA | 7.6 | 8.1 | 8.3 | 8.5 | 7.8 | NA | NA | NA | NA | 8.3 | 8.1 | 8.5 | 9.2 | 8.5 | 8.4 | 6.3 | 8.8 | 5.0 | 6.9 | 7.1 | 6.6 | 7.6 | 8.1 | 14.9 | 10.6 | 11.0 | 7.7 | 10.5 | 7.3 | 6.9 | 8.2 | 6.7 | 4.3 | 5.0 |
| Treynor Ratio | NA | 0.03 | 0.03 | 0.0 | 0.13 | 0.13 | NA | NA | NA | NA | 0.35 | 0.01 | 0.17 | -0.58 | 0.21 | 0.67 | 0.37 | -0.11 | 0.24 | 0.2 | -0.02 | 0.16 | 0.29 | 0.32 | 0.0 | 0.57 | 2.02 | 9.06 | 0.02 | 0.18 | 0.11 | 0.24 | 1.68 | -0.98 | -1.55 |
| Alpha | NA | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | 0.03 | -0.03 | -0.01 | -0.05 | -0.01 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.04 | 0.0 | 0.06 | 0.09 | -0.02 | 0.0 | 0.02 | 0.02 | 0.03 | 0.07 | 0.02 | 0.02 |
| Beta | NA | 0.47 | 0.53 | 0.37 | 0.27 | 0.32 | NA | NA | NA | NA | 0.24 | 0.54 | 0.56 | 0.28 | 0.54 | 0.15 | 0.45 | 0.48 | 0.57 | 0.35 | 0.37 | 0.54 | 0.63 | 0.59 | 0.61 | 0.43 | 0.14 | -0.01 | 0.61 | 0.62 | 0.58 | 0.57 | 0.15 | -0.08 | -0.03 |
| RSquared | NA | 0.7 | 0.73 | 0.57 | 0.45 | 0.52 | NA | NA | NA | NA | 0.31 | 0.72 | 0.75 | 0.54 | 0.69 | 0.39 | 0.79 | 0.88 | 0.58 | 0.45 | 0.64 | 0.85 | 0.83 | 0.86 | 0.92 | 0.53 | 0.12 | 0.0 | 0.86 | 0.73 | 0.74 | 0.6 | 0.14 | 0.23 | 0.02 |
| Sortino Ratio | NA | 0.31 | 0.31 | 0.0 | 0.58 | 0.72 | NA | NA | NA | NA | 1.41 | 0.08 | 1.67 | -2.2 | 1.9 | 1.63 | 4.01 | -0.75 | 4.06 | 1.36 | -0.11 | 1.88 | 3.5 | 3.65 | 0.0 | 3.32 | 3.91 | -0.91 | 0.18 | 2.37 | 1.3 | 2.4 | 5.89 | 2.68 | 1.48 |
| Yield(%) | N/A | 0.0 | 2.5 | 3.2 | 4.3 | 5.1 | 8.7 | 8.7 | 12.2 | 12.2 | 4.74 | 2.8 | 4.4 | 2.6 | 5.2 | 4.1 | 3.3 | 4.3 | 5.5 | 5.3 | 4.2 | 6.6 | 3.3 | 4.9 | 3.7 | 5.5 | 5.8 | 6.7 | 4.7 | 4.0 | 3.6 | 3.1 | 4.1 | 6.0 | 7.0 |
| Dividend Growth(%) | N/A | -99.9 | -32.1 | -12.8 | 18.7 | 95.9 | N/A | N/A | N/A | N/A | N/A | -29.1 | 42.3 | -42.5 | 37.7 | 48.0 | -26.7 | -11.4 | 12.7 | 25.7 | -30.7 | 129.8 | -18.1 | 29.9 | -15.0 | 22.1 | -17.2 | 49.8 | 31.9 | 22.4 | 33.9 | -5.3 | -25.8 | -8.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to RENASANT BANK 401(k) PLAN.
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