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401k Investor
Federal Employee Thrift Savings Plan
Federal Employee Thrift Savings Plan Asset Allocation Composite Moderate
Federal Employee Thrift Savings Plan Asset Allocation Composite Moderate
live (public) 0.06% February 26
Delayed
Holdings (As of 12/31/2020)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | TSPGFUND (TSPGFUND) | 0.0% | G FUND | 35.69% |
| General Bond | VBMFX (Vanguard Total Bond Market Index Inv) | 0.09% | F FUND | 2.51% |
| US Equity | VFINX (Vanguard 500 Index Investor) | 0.65% | C FUND | 22.19% |
| US Equity | NAESX (Vanguard Small Cap Index Inv) | 0.0% | Naesx | 23.35% |
| International Equity | VGTSX (Vanguard Total Intl Stock Index Inv) | 0.21% | I FUND | 16.26% |
* Day change on 12/31/2020.
Previous
Beta
Performance (As of 02/26/2021)
Inception Date: 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Federal Employee Thrift Savings Plan Asset Allocation Composite Moderate | 1.7% | 19.0% | 9.4% | 10.8% | 7.7% | 7.7% |
| VFINX (Vanguard (S&P 500) Index) | 1.7% | 24.4% | 13.1% | 16.5% | 13.3% | 9.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 0.8% | 17.6% | 10.9% | 11.8% | 9.6% | 7.9% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.8 | 1.7 | 19.0 | 9.4 | 10.8 | 7.7 | 7.7 | 7.8 | 14.9 | 19.4 | -4.8 | 13.0 | 9.1 | -4.4 | 5.1 | 16.9 | 12.0 | 0.9 | 6.0 | 15.4 | -0.0 | 6.0 | 12.7 | 5.4 | 10.2 | 18.9 | -0.6 | 3.4 |
| SR | NA | 0.17 | 1.92 | 0.98 | 1.28 | 0.85 | NA | 0.88 | 1.51 | 2.57 | -0.66 | 2.72 | 1.24 | -0.58 | 0.73 | 2.37 | 1.5 | 0.06 | 0.65 | 1.74 | -0.24 | 0.31 | 1.29 | 0.49 | 1.27 | 2.81 | -0.55 | 89.31 |
| DD(%) | NA | 2.7 | 4.9 | 12.2 | 12.2 | 13.1 | NA | 13.1 | 6.6 | 3.5 | 12.2 | 1.7 | 4.0 | 9.4 | 5.2 | 4.6 | 6.3 | 13.1 | 7.8 | 4.2 | 6.2 | 6.7 | 7.1 | 4.5 | 6.1 | 3.3 | 3.5 | 0.0 |
| SD(%) | NA | 10.1 | 9.9 | 8.7 | 7.9 | 8.6 | NA | 7.8 | 9.7 | 7.0 | 9.3 | 4.5 | 7.1 | 7.7 | 6.9 | 7.1 | 8.0 | 14.7 | 9.1 | 8.8 | 3.8 | 9.9 | 7.3 | 6.5 | 7.3 | 6.5 | 3.1 | 0.0 |
| TR | NA | 0.03 | 1.4 | 0.35 | 0.36 | 0.19 | NA | 0.28 | 1.1 | 0.33 | -0.12 | 0.19 | 0.2 | -0.1 | 0.09 | 0.27 | 0.2 | 0.01 | 0.16 | 1.01 | -0.61 | 0.05 | 0.14 | 0.05 | 0.15 | 0.8 | -0.44 | 773.8 |
| Alpha(%) | NA | 0.02 | 0.06 | 0.02 | 0.02 | 0.01 | NA | 0.02 | 0.04 | 0.01 | -0.01 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.04 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.04 | 0.0 | 0.0 |
| Beta(%) | NA | 0.61 | 0.13 | 0.24 | 0.28 | 0.39 | NA | 0.25 | 0.13 | 0.54 | 0.53 | 0.64 | 0.44 | 0.43 | 0.58 | 0.63 | 0.6 | 0.62 | 0.37 | 0.15 | 0.02 | 0.6 | 0.7 | 0.6 | 0.6 | 0.23 | 0.04 | 0.0 |
| RS | NA | 0.88 | 0.22 | 0.41 | 0.46 | 0.63 | NA | 0.39 | 0.23 | 0.92 | 0.95 | 0.89 | 0.65 | 0.74 | 0.91 | 0.95 | 0.93 | 0.96 | 0.55 | 0.22 | 0.03 | 0.95 | 0.9 | 0.89 | 0.84 | 0.36 | 0.11 | 0.0 |
| SR | NA | 0.22 | 2.61 | 1.33 | 1.74 | 1.17 | NA | 1.23 | 2.03 | 3.83 | -0.85 | 4.24 | 1.73 | -0.76 | 1.01 | 3.42 | 2.29 | 0.08 | 0.91 | 2.53 | -0.31 | 0.41 | 1.95 | 0.7 | 1.81 | 4.45 | -0.76 | NA |
| Yield(%) | N/A | 0.06 | 1.5 | 1.92 | 1.97 | 2.06 | N/A | 2.43 | 1.54 | 2.53 | 1.93 | 1.92 | 2.22 | 1.63 | 2.18 | 1.94 | 2.77 | 2.47 | 2.31 | 2.87 | 2.46 | 3.0 | 2.71 | 2.47 | 2.57 | 2.86 | 2.83 | 3.42 |
*: 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 Federal Employee Thrift Savings Plan.
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