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401k Investor
Google Inc. 401(k) Savings Plan
Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate
Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate
live (public) 0.25% April 25
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | MWTIX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I) | 0.11% | Metropolitan West Total Return Bond I | 38.58% |
US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 0.66% | The Growth Fund of America R6 | 11.55% |
US Equity | VIIIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES) | 0.54% | Vanguard Institutional Index Fund Institutional Plus Shares | 10.70% |
Real Estate | VGSNX (VANGUARD REIT INDEX FUND INSTITUTIONAL SHARES) | 0.91% | Vanguard REIT Index Fund Institutional Shares | 10.02% |
International Equity | FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) | 0.23% | Fidelity Diversified International Fund | 14.81% |
International Equity | VTPSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL PLUS SHARES) | 0.32% | Vanguard Total International Stock Index Fund Institutional Plus Shares | 14.34% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/25/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Google Inc. 401(k) Savings Plan Asset Allocation Composite Moderate | -0.0% | 6.9% | 0.5% | 4.8% | 4.3% | 6.5% |
VFINX (Vanguard (S&P 500) Index) | 6.2% | 25.8% | 8.0% | 13.3% | 12.4% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.0% | 13.9% | 2.3% | 7.5% | 7.6% | 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(%) | 0.8 | -0.0 | 6.9 | 0.5 | 4.8 | 4.3 | 6.5 | 6.5 | 6.6 | 9.4 | -11.1 | 9.2 | 8.9 | 18.0 | -6.6 | 11.0 | 4.8 | -1.1 | 4.8 | 11.2 | 14.9 | -0.5 | 14.9 | 14.5 | 0.8 | 4.2 | 12.7 | 7.9 | 9.9 | 17.9 | 1.1 | 1.9 |
Sharpe Ratio | NA | -0.14 | 0.4 | -0.19 | 0.28 | 0.34 | NA | NA | 0.68 | 0.67 | -1.0 | 1.16 | 0.47 | 2.9 | -0.99 | 2.39 | 0.56 | -0.14 | 0.81 | 1.57 | 1.86 | -0.04 | 1.74 | 2.32 | -0.95 | 0.18 | 1.84 | 1.16 | 1.7 | 3.89 | 0.01 | -0.25 |
Draw Down(%) | NA | 4.7 | 7.1 | 18.1 | 22.2 | 22.2 | NA | NA | 22.2 | 7.1 | 17.5 | 4.0 | 22.2 | 2.7 | 11.7 | 1.7 | 6.2 | 8.9 | 4.6 | 6.9 | 6.6 | 13.5 | 6.6 | 2.8 | 0.1 | 4.9 | 4.7 | 3.6 | 5.3 | 2.4 | 1.7 | 1.8 |
Standard Deviation(%) | NA | 8.4 | 7.8 | 9.5 | 11.5 | 9.5 | NA | NA | 8.0 | 7.7 | 12.5 | 7.9 | 18.3 | 5.7 | 8.1 | 4.4 | 8.2 | 8.5 | 6.0 | 7.1 | 8.0 | 14.0 | 8.5 | 6.2 | 0.1 | 7.1 | 5.1 | 4.9 | 5.3 | 4.4 | 1.9 | 1.8 |
Treynor Ratio | NA | -0.02 | 0.06 | -0.04 | 0.06 | 0.07 | NA | NA | 0.19 | 0.1 | -0.26 | 0.17 | 0.17 | 0.41 | -0.18 | 0.22 | 0.08 | -0.02 | 0.1 | 0.19 | 0.25 | -0.01 | 0.36 | 1.46 | -13.32 | 0.03 | 0.21 | 0.14 | 0.23 | 1.24 | 0.01 | -0.13 |
Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.03 | 0.0 | 0.03 | 0.04 | 0.0 | 0.0 | 0.02 | 0.02 | 0.02 | 0.05 | 0.0 | 0.0 |
Beta | NA | 0.58 | 0.56 | 0.5 | 0.5 | 0.49 | NA | NA | 0.29 | 0.5 | 0.49 | 0.54 | 0.5 | 0.4 | 0.45 | 0.47 | 0.57 | 0.49 | 0.48 | 0.58 | 0.59 | 0.58 | 0.41 | 0.1 | 0.0 | 0.41 | 0.44 | 0.4 | 0.38 | 0.14 | 0.02 | 0.03 |
RSquared | NA | 0.64 | 0.7 | 0.82 | 0.86 | 0.84 | NA | NA | 0.5 | 0.74 | 0.89 | 0.8 | 0.9 | 0.77 | 0.89 | 0.53 | 0.82 | 0.81 | 0.82 | 0.82 | 0.88 | 0.92 | 0.75 | 0.19 | 0.0 | 0.84 | 0.74 | 0.71 | 0.65 | 0.29 | 0.06 | 0.16 |
Sortino Ratio | NA | -0.19 | 0.57 | -0.26 | 0.37 | 0.45 | NA | NA | 0.93 | 0.98 | -1.38 | 1.63 | 0.6 | 4.35 | -1.24 | 3.58 | 0.76 | -0.18 | 1.14 | 2.2 | 2.88 | -0.05 | 2.62 | 3.59 | -0.96 | 0.24 | 2.9 | 1.73 | 2.45 | 6.58 | 0.01 | -0.35 |
Yield(%) | N/A | 0.91 | 4.74 | 4.0 | 3.98 | 3.86 | N/A | N/A | 3.51 | 4.35 | 2.7 | 4.39 | 4.17 | 3.84 | 3.43 | 4.55 | 3.76 | 3.14 | 4.07 | 4.25 | 4.18 | 3.66 | 3.02 | 2.19 | 0.92 | 4.57 | 5.78 | 5.86 | 2.87 | 0.9 | 1.28 | 2.03 |
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 Google Inc. 401(k) Savings Plan.