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401k Investor
Synopsys 401(k) Plan
Synopsys 401(k) Plan Asset Allocation Composite Moderate
Synopsys 401(k) Plan Asset Allocation Composite Moderate
live (public) 0.80% April 19
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | CASH (CASH) | 0.0% | Fidelity Retire Money Market | 24.50% |
General Bond | VBTIX (Vanguard Total Bond Market Index Fund Institutional Shares) | 0.11% | Vanguard Total Bond Market Inst | 13.20% |
US Equity | FCNKX (FIDELITY CONTRAFUND CLASS K) | 0.71% | Fidelity ContraFund K | 14.79% |
US Equity | MFEJX (MFS GROWTH FUND R4) | 0.74% | MFS Growth R4 | 14.45% |
Emerging Market Equity | LZEMX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 0.46% | Lazard Emerging Mkts Equity IS | 9.00% |
International Equity | FDIKX (FIDELITY DIVERSIFIED INTERNATIONAL FUND CLASS K) | 0.26% | Fidelity Diversified International K | 24.06% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/19/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Synopsys 401(k) Plan Asset Allocation Composite Moderate | 2.9% | 11.9% | 1.6% | 6.8% | 6.7% | 7.8% |
VFINX (Vanguard (S&P 500) Index) | 4.5% | 21.3% | 7.6% | 13.1% | 12.3% | 14.7% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.6% | 12.8% | 2.5% | 7.6% | 7.6% | 9.7% |
* 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(%) | -2.3 | 2.9 | 11.9 | 1.6 | 6.8 | 6.7 | 7.8 | 7.6 | 8.3 | 14.5 | -12.2 | 5.0 | 16.1 | 21.4 | -2.9 | 14.6 | 8.8 | -1.6 | 4.0 | 15.7 | 13.1 | -2.4 | 10.2 | 15.6 | 2.7 | 7.9 | 7.6 | 9.6 | 12.1 | 23.2 | 7.8 | 7.6 |
Sharpe Ratio | NA | 0.23 | 1.15 | -0.08 | 0.64 | 0.74 | NA | NA | 0.94 | 1.46 | -1.53 | 0.58 | 1.87 | 2.89 | -0.43 | 2.8 | 1.31 | -0.24 | 0.56 | 2.25 | 1.75 | -0.19 | 1.1 | 1.95 | 0.28 | 0.55 | 0.52 | 1.02 | 1.46 | 3.61 | 1.61 | 1.06 |
Draw Down(%) | NA | 4.1 | 5.6 | 15.2 | 15.2 | 15.2 | NA | NA | 15.2 | 5.6 | 13.0 | 4.9 | 11.4 | 2.9 | 11.5 | 1.8 | 4.1 | 7.0 | 5.1 | 5.7 | 5.8 | 12.2 | 7.7 | 4.4 | 5.4 | 6.4 | 7.9 | 4.8 | 5.8 | 2.6 | 2.5 | 3.3 |
Standard Deviation(%) | NA | 7.8 | 7.1 | 7.9 | 8.1 | 7.7 | NA | NA | 7.8 | 7.1 | 8.9 | 8.5 | 8.5 | 6.9 | 9.9 | 5.0 | 6.6 | 7.1 | 7.1 | 6.9 | 7.5 | 12.8 | 9.2 | 7.9 | 6.4 | 9.0 | 8.3 | 7.3 | 7.6 | 6.2 | 4.2 | 5.0 |
Treynor Ratio | NA | 0.03 | 0.15 | -0.02 | 0.19 | 0.18 | NA | NA | 0.33 | 0.21 | -0.5 | 0.09 | 0.9 | 0.39 | -0.08 | 0.23 | 0.29 | -0.06 | 0.07 | 0.27 | 0.23 | -0.05 | 0.26 | 1.93 | -0.41 | 0.09 | 0.06 | 0.12 | 0.19 | 1.73 | -0.84 | -1.42 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | NA | NA | 0.02 | 0.0 | -0.03 | -0.04 | 0.04 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.05 | 0.0 | 0.02 | -0.01 | 0.03 | 0.02 | 0.07 | 0.02 | 0.02 |
Beta | NA | 0.63 | 0.55 | 0.36 | 0.28 | 0.32 | NA | NA | 0.22 | 0.49 | 0.27 | 0.58 | 0.18 | 0.52 | 0.55 | 0.62 | 0.29 | 0.3 | 0.57 | 0.58 | 0.56 | 0.52 | 0.39 | 0.08 | -0.04 | 0.53 | 0.69 | 0.61 | 0.58 | 0.13 | -0.08 | -0.04 |
RSquared | NA | 0.87 | 0.83 | 0.62 | 0.54 | 0.56 | NA | NA | 0.3 | 0.82 | 0.54 | 0.79 | 0.51 | 0.87 | 0.91 | 0.68 | 0.34 | 0.44 | 0.85 | 0.86 | 0.91 | 0.9 | 0.58 | 0.08 | 0.07 | 0.9 | 0.7 | 0.75 | 0.71 | 0.13 | 0.25 | 0.03 |
Sortino Ratio | NA | 0.35 | 1.71 | -0.11 | 0.88 | 1.01 | NA | NA | 1.3 | 2.19 | -1.93 | 0.8 | 2.53 | 4.33 | -0.56 | 4.3 | 1.78 | -0.31 | 0.77 | 3.23 | 2.66 | -0.26 | 1.58 | 2.93 | 0.4 | 0.74 | 0.72 | 1.43 | 2.07 | 5.88 | 2.38 | 1.58 |
Yield(%) | N/A | 0.43 | 4.2 | 4.68 | 3.86 | 3.87 | N/A | N/A | 4.45 | 4.51 | 4.38 | 5.06 | 3.12 | 2.63 | 3.59 | 3.86 | 4.75 | 1.72 | 5.74 | 5.43 | 2.98 | 2.84 | 2.61 | 3.69 | 4.62 | 10.13 | 6.54 | 5.28 | 4.22 | 2.27 | 5.39 | 6.63 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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 Synopsys 401(k) Plan.