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Hewlett-Packard Company 401(k) Plan
Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate
Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate
live (public) 0.05% April 18
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | PIGIX (INVESTMENT GRADE CORPORATE BOND FUND INSTITUTIONAL) | 0.11% | PIMCO Investment Grade Corporate Portfolio (unlisted) | 38.79% |
US Equity | VPMCX (VANGUARD PRIMECAP FUND INVESTOR SHARES) | 0.26% | Vanguard PRIMECAP ADMFund | 46.61% |
Real Estate | FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) | 0.78% | Fidelity Real Estate Investment Portfolio | 4.97% |
Emerging Market Equity | LZEMX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 0.46% | Lazard Emerging Markets Portfolio | 3.53% |
International Equity | ARTIX (ARTISAN INTERNATIONAL FUND INVESTOR SHARES) | 0.04% | Artisan International Fund,, | 6.10% |
CASH | CASH (CASH) | 0.0% | Interest-bearing cash | 0.19% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/18/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Hewlett-Packard Company 401(k) Plan Asset Allocation Composite Moderate | 66.8% | 83.4% | 21.4% | 16.8% | 11.2% | 12.7% |
VFINX (Vanguard (S&P 500) Index) | 5.5% | 22.3% | 7.7% | 13.3% | 12.5% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.5% | 12.4% | 2.1% | 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(%) | 7.8 | 66.8 | 83.4 | 21.4 | 16.8 | 11.2 | 12.7 | 11.4 | 11.9 | 14.0 | -11.4 | 12.3 | 5.0 | 19.1 | -4.7 | 12.9 | 8.2 | -2.2 | 11.5 | 12.4 | 16.4 | 3.2 | 17.9 | 30.7 | -8.8 | 6.6 | 14.4 | 7.1 | 18.7 | 32.3 | 11.5 | 4.6 |
Sharpe Ratio | NA | 0.26 | 0.58 | 0.24 | 0.25 | 0.23 | NA | NA | 0.37 | 1.47 | -1.46 | 1.52 | 0.42 | 2.79 | -0.71 | 2.83 | 1.25 | -0.32 | 1.86 | 1.74 | 2.25 | 0.21 | 1.72 | 3.06 | -0.92 | 0.35 | 1.62 | 0.74 | 2.2 | 4.34 | 1.88 | 0.4 |
Draw Down(%) | NA | 40.7 | 40.7 | 40.7 | 40.7 | 40.7 | NA | NA | 40.7 | 5.6 | 12.8 | 4.1 | 21.4 | 2.5 | 10.6 | 1.9 | 4.1 | 8.3 | 4.5 | 8.2 | 6.1 | 12.8 | 8.1 | 4.5 | 18.1 | 7.4 | 6.5 | 4.0 | 8.9 | 5.3 | 3.3 | 6.4 |
Standard Deviation(%) | NA | 250.7 | 136.3 | 78.9 | 61.4 | 43.7 | NA | NA | 29.4 | 6.7 | 8.8 | 8.1 | 11.3 | 6.3 | 8.4 | 4.3 | 6.4 | 7.1 | 6.2 | 7.1 | 7.3 | 14.9 | 10.3 | 10.0 | 10.5 | 10.4 | 6.9 | 6.7 | 8.1 | 7.3 | 5.5 | 5.6 |
Treynor Ratio | NA | 0.22 | 0.68 | 0.42 | 0.45 | 0.29 | NA | NA | 0.47 | 0.22 | -0.47 | 0.22 | 0.21 | 0.4 | -0.13 | 0.24 | 0.27 | -0.07 | 0.23 | 0.21 | 0.31 | 0.05 | 0.52 | 3.11 | 2.38 | 0.06 | 0.18 | 0.1 | 0.36 | 5.17 | -1.53 | -0.48 |
Alpha | NA | 1.8 | 0.54 | 0.19 | 0.12 | 0.06 | NA | NA | 0.05 | 0.0 | -0.03 | -0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | -0.01 | 0.03 | 0.01 | 0.05 | 0.1 | -0.04 | 0.01 | 0.02 | 0.02 | 0.05 | 0.1 | 0.03 | 0.01 |
Beta | NA | 3.05 | 1.17 | 0.46 | 0.34 | 0.36 | NA | NA | 0.23 | 0.44 | 0.27 | 0.55 | 0.23 | 0.44 | 0.47 | 0.51 | 0.29 | 0.34 | 0.5 | 0.59 | 0.54 | 0.62 | 0.34 | 0.1 | -0.04 | 0.6 | 0.61 | 0.52 | 0.49 | 0.06 | -0.07 | -0.05 |
RSquared | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | NA | NA | 0.02 | 0.73 | 0.56 | 0.78 | 0.49 | 0.77 | 0.9 | 0.61 | 0.36 | 0.56 | 0.86 | 0.84 | 0.88 | 0.93 | 0.36 | 0.07 | 0.03 | 0.85 | 0.78 | 0.64 | 0.46 | 0.02 | 0.1 | 0.03 |
Sortino Ratio | NA | 0.4 | 0.9 | 0.37 | 0.38 | 0.36 | NA | NA | 0.56 | 2.22 | -1.84 | 2.18 | 0.5 | 4.15 | -0.91 | 4.51 | 1.73 | -0.41 | 2.73 | 2.46 | 3.46 | 0.29 | 2.48 | 4.93 | -1.18 | 0.48 | 2.53 | 1.08 | 3.17 | 6.89 | 3.01 | 0.6 |
Yield(%) | N/A | 0.86 | 6.55 | 5.64 | 5.18 | 4.57 | N/A | N/A | 5.15 | 6.13 | 3.29 | 7.72 | 4.54 | 3.98 | 4.59 | 4.28 | 3.61 | 2.45 | 4.71 | 2.27 | 4.79 | 1.95 | 7.84 | 8.47 | 4.91 | 7.8 | 6.76 | 4.43 | 6.96 | 6.85 | 3.8 | 5.52 |
*: 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 Hewlett-Packard Company 401(k) Plan.