Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
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) 0.08% August 05
Delayed
Holdings (As of 06/30/2022)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | TSPGFUND (TSPGFUND) | 0.0% | G FUND | 44.63% |
| US Equity | VFINX (Vanguard 500 Index Investor) | 0.86% | C FUND | 20.91% |
| US Equity | NAESX (Vanguard Small Cap Index Inv) | 0.97% | Naesx | 20.86% |
| International Equity | VGTSX (Vanguard Total Intl Stock Index Inv) | 0.78% | I FUND | 13.60% |
* Day change on 06/30/2022.
Previous
Beta
Performance (As of 08/05/2022)
Since 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 | -9.4% | -7.3% | 7.6% | 6.7% | 7.1% | 6.9% |
| VFINX (Vanguard (S&P 500) Index) | -12.0% | -4.8% | 15.2% | 12.8% | 13.6% | 9.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -10.6% | -6.0% | 9.4% | 8.5% | 8.9% | 7.4% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | -9.4 | -7.3 | 7.6 | 6.7 | 7.1 | 6.9 | 7.2 | 10.7 | 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 | -0.75 | -0.69 | 0.75 | 0.66 | 0.83 | NA | 0.79 | 1.29 | 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 | 13.5 | 14.0 | 14.0 | 14.0 | 14.0 | NA | 14.0 | 4.1 | 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 | 13.0 | 11.2 | 9.7 | 9.0 | 8.0 | NA | 8.0 | 8.3 | 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 | -0.2 | -0.15 | 0.28 | 0.19 | 0.18 | NA | 0.24 | 0.18 | 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 | -0.02 | 0.01 | 0.01 | 0.01 | NA | 0.02 | -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 | 0.5 | 0.51 | 0.26 | 0.31 | 0.36 | NA | 0.26 | 0.58 | 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 | 0.87 | 0.86 | 0.44 | 0.53 | 0.6 | NA | 0.41 | 0.84 | 0.23 | 0.92 | 0.96 | 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 | -0.96 | -0.9 | 1.01 | 0.89 | 1.14 | NA | 1.09 | 1.84 | 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 | 2.95 | 3.79 | 2.42 | 2.26 | 2.18 | N/A | 2.53 | 1.56 | 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.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>