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THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN
THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite Moderate
THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite Moderate
live (public) 0.06% April 17
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% | Vanguard Prime Money Market | 36.08% |
General Bond | DODIX (DODGE & COX INCOME FUND DODGE & COX INCOME FUND) | 0.16% | Dodge and Cox Income Fund | 2.74% |
US Equity | PNOYX (PUTNAM MULTI-CAP GROWTH FUND CLASS Y SHARES) | 0.63% | Putnam New Opportunities | 14.40% |
US Equity | VHCOX (VANGUARD CAPITAL OPPORTUNITY FUND INVESTOR SHARES) | 0.21% | Vanguard Capital Opportunity | 13.59% |
International Equity | VWIGX (VANGUARD INTERNATIONAL GROWTH FUND INVESTOR SHARES) | 0.30% | Vanguard Int’l Growth Fund Investment | 16.84% |
International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.23% | Dodge & Cox Stock Fund | 16.36% |
REINVEST | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.54% | Vanguard 500 Index Investment | 0.05% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/17/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Asset Allocation Composite Moderate | 1.5% | 7.7% | -0.5% | 4.7% | 5.7% | 8.1% |
VFINX (Vanguard (S&P 500) Index) | 5.7% | 22.7% | 7.9% | 13.4% | 12.6% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.7% | 12.8% | 2.3% | 7.6% | 7.7% | 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(%) | -1.9 | 1.5 | 7.7 | -0.5 | 4.7 | 5.7 | 8.1 | 7.9 | 9.1 | 9.5 | -13.6 | 9.8 | 11.4 | 19.6 | -4.9 | 16.5 | 9.8 | -3.7 | 7.6 | 19.5 | 13.4 | -1.6 | 10.0 | 25.3 | -4.4 | 7.8 | 13.5 | 8.2 | 15.4 | 27.6 | 13.4 | 9.5 |
Sharpe Ratio | NA | 0.06 | 0.53 | -0.3 | 0.34 | 0.55 | NA | NA | 0.94 | 0.63 | -1.39 | 1.05 | 1.1 | 2.34 | -0.61 | 3.16 | 1.33 | -0.52 | 0.99 | 2.6 | 1.53 | -0.11 | 1.03 | 2.82 | -0.78 | 0.5 | 1.26 | 0.86 | 1.78 | 3.94 | 2.83 | 1.87 |
Draw Down(%) | NA | 3.4 | 7.4 | 16.1 | 16.1 | 16.1 | NA | NA | 16.1 | 7.4 | 14.7 | 4.0 | 15.4 | 4.5 | 13.0 | 1.5 | 4.4 | 8.7 | 5.8 | 5.6 | 7.7 | 15.0 | 8.4 | 4.7 | 11.0 | 5.5 | 8.6 | 5.2 | 6.9 | 2.8 | 2.4 | 2.4 |
Standard Deviation(%) | NA | 7.2 | 7.5 | 9.2 | 9.3 | 8.5 | NA | NA | 8.5 | 8.3 | 10.7 | 9.4 | 10.1 | 7.8 | 10.1 | 5.0 | 7.2 | 7.0 | 7.6 | 7.5 | 8.7 | 15.2 | 9.6 | 8.9 | 6.9 | 9.7 | 8.1 | 7.0 | 8.1 | 6.8 | 4.3 | 3.8 |
Treynor Ratio | NA | 0.01 | 0.07 | -0.07 | 0.09 | 0.13 | NA | NA | 0.31 | 0.09 | -0.45 | 0.16 | 0.5 | 0.31 | -0.11 | 0.25 | 0.26 | -0.11 | 0.12 | 0.3 | 0.2 | -0.03 | 0.27 | 2.13 | -26.63 | 0.08 | 0.14 | 0.1 | 0.23 | 1.65 | -1.81 | -2.0 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | -0.03 | -0.02 | 0.03 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.08 | -0.02 | 0.02 | 0.01 | 0.02 | 0.03 | 0.08 | 0.04 | 0.03 |
Beta | NA | 0.55 | 0.57 | 0.42 | 0.33 | 0.37 | NA | NA | 0.26 | 0.58 | 0.33 | 0.62 | 0.22 | 0.59 | 0.57 | 0.65 | 0.37 | 0.33 | 0.63 | 0.64 | 0.66 | 0.64 | 0.37 | 0.12 | 0.0 | 0.58 | 0.75 | 0.61 | 0.63 | 0.16 | -0.07 | -0.04 |
RSquared | NA | 0.77 | 0.8 | 0.63 | 0.57 | 0.6 | NA | NA | 0.36 | 0.82 | 0.56 | 0.75 | 0.58 | 0.9 | 0.93 | 0.74 | 0.45 | 0.52 | 0.88 | 0.91 | 0.93 | 0.96 | 0.48 | 0.13 | 0.0 | 0.92 | 0.85 | 0.82 | 0.75 | 0.17 | 0.16 | 0.04 |
Sortino Ratio | NA | 0.08 | 0.75 | -0.41 | 0.45 | 0.74 | NA | NA | 1.31 | 0.9 | -1.79 | 1.5 | 1.45 | 3.33 | -0.79 | 4.96 | 1.81 | -0.68 | 1.37 | 3.79 | 2.35 | -0.14 | 1.46 | 4.36 | -1.01 | 0.68 | 1.9 | 1.25 | 2.55 | 6.37 | 5.33 | 2.73 |
Yield(%) | N/A | 0.69 | 2.9 | 3.8 | 4.03 | 4.18 | N/A | N/A | 4.59 | 2.72 | 3.34 | 5.34 | 5.87 | 2.44 | 4.28 | 2.89 | 7.53 | 2.13 | 5.32 | 2.64 | 3.24 | 2.4 | 3.67 | 4.76 | 5.11 | 7.76 | 4.84 | 4.37 | 4.23 | 4.61 | 8.52 | 6.85 |
*: 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 THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN.