Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
401k Investor
DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN
DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Asset Allocation Composite Moderate
DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Asset Allocation Composite Moderate
live (public) 0.18% June 14
Delayed
Holdings (As of 04/30/2024)
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 | JDFNX (JANUS FLEXIBLE BOND FUND CLASS N) | 0.44% | Janus Flexible Bond N | 38.08% |
US Equity | RNGGX (NEW ECONOMY FUND CLASS R-6) | 1.59% | American Funds New Economy R6 | 11.03% |
US Equity | RGAGX (GROWTH FUND OF AMERICA CLASS R-6) | 1.89% | American Funds Growth Fund of Amer R6 | 10.77% |
CASH | CASH (CASH) | 0.0% | Reliance Trust NY Life Anchor Account Series I Class 25 | 0.00% |
Real Estate | IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) | 1.42% | Invesco Global Real Estate Instl | 10.02% |
Emerging Market Equity | ODVIX (Oppenheimer Developing Markets Cl I) | 1.85% | Oppenheimer Developing Markets I | 8.66% |
International Equity | RWIGX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6) | 1.52% | American Funds Capital World G/I R6 | 10.97% |
International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.31% | American Funds EuroPacific Gr R6 | 10.47% |
* Day change on 04/30/2024.
Beta
Performance (As of 06/14/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN Asset Allocation Composite Moderate | 2.7% | 8.5% | -1.5% | 3.8% | 4.3% | 7.0% |
VFINX (Vanguard (S&P 500) Index) | 14.6% | 25.9% | 10.0% | 15.3% | 12.8% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 7.7% | 15.9% | 3.7% | 8.6% | 7.9% | 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(%) | 0.2 | 2.7 | 8.5 | -1.5 | 3.8 | 4.3 | 7.0 | 7.3 | 8.0 | 5.2 | -12.0 | 7.5 | 12.5 | 14.7 | -3.7 | 14.0 | 6.6 | -3.2 | 5.5 | 18.7 | 9.4 | 1.4 | 15.5 | 13.0 | 6.4 | 8.7 | 10.1 | 5.4 | 14.8 | 22.7 | 11.3 | 5.9 |
Sharpe Ratio | NA | 0.13 | 0.63 | -0.51 | 0.28 | 0.43 | NA | NA | 0.83 | 0.13 | -1.56 | 0.86 | 1.62 | 1.89 | -0.54 | 2.52 | 1.0 | -0.48 | 0.82 | 2.73 | 1.29 | 0.1 | 1.73 | 1.45 | 0.73 | 0.55 | 0.71 | 0.34 | 1.38 | 2.55 | 2.01 | 0.64 |
Draw Down(%) | NA | 4.3 | 6.5 | 16.8 | 16.8 | 16.8 | NA | NA | 16.8 | 6.5 | 12.7 | 4.8 | 7.0 | 3.4 | 12.3 | 2.1 | 4.7 | 7.5 | 4.8 | 5.2 | 5.5 | 11.7 | 6.7 | 4.6 | 6.4 | 5.7 | 8.0 | 6.1 | 6.6 | 3.7 | 2.9 | 5.2 |
Standard Deviation(%) | NA | 7.8 | 7.4 | 7.8 | 7.9 | 7.4 | NA | NA | 8.3 | 7.0 | 8.6 | 8.7 | 7.6 | 7.1 | 9.2 | 5.3 | 6.4 | 6.8 | 6.7 | 6.9 | 7.3 | 13.6 | 8.9 | 8.9 | 7.5 | 10.3 | 9.7 | 9.6 | 10.0 | 8.6 | 5.1 | 5.6 |
Treynor Ratio | NA | 0.02 | 0.08 | -0.11 | 0.11 | 0.12 | NA | NA | 0.33 | 0.02 | -0.51 | 0.13 | 2.83 | 0.25 | -0.1 | 0.2 | 0.23 | -0.11 | 0.1 | 0.33 | 0.17 | 0.02 | 0.53 | 1.45 | -1.55 | 0.1 | 0.08 | 0.04 | 0.18 | 1.22 | -1.0 | -0.76 |
Alpha | NA | -0.05 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.03 | -0.03 | -0.03 | 0.04 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.04 | 0.04 | 0.02 | 0.02 | -0.01 | 0.01 | 0.03 | 0.06 | 0.03 | 0.01 |
Beta | NA | 0.62 | 0.59 | 0.34 | 0.2 | 0.26 | NA | NA | 0.21 | 0.44 | 0.26 | 0.58 | 0.04 | 0.53 | 0.51 | 0.66 | 0.28 | 0.29 | 0.55 | 0.57 | 0.54 | 0.56 | 0.29 | 0.09 | -0.04 | 0.59 | 0.86 | 0.82 | 0.78 | 0.18 | -0.1 | -0.05 |
RSquared | NA | 0.77 | 0.8 | 0.59 | 0.3 | 0.39 | NA | NA | 0.23 | 0.68 | 0.55 | 0.77 | 0.04 | 0.87 | 0.9 | 0.68 | 0.32 | 0.44 | 0.88 | 0.86 | 0.9 | 0.93 | 0.35 | 0.07 | 0.04 | 0.84 | 0.78 | 0.78 | 0.74 | 0.13 | 0.27 | 0.03 |
Sortino Ratio | NA | 0.18 | 0.92 | -0.68 | 0.38 | 0.59 | NA | NA | 1.17 | 0.18 | -1.97 | 1.21 | 2.3 | 2.66 | -0.7 | 3.85 | 1.39 | -0.63 | 1.14 | 3.99 | 1.96 | 0.14 | 2.56 | 2.19 | 1.06 | 0.76 | 1.04 | 0.48 | 1.99 | 3.86 | 2.9 | 0.91 |
Yield(%) | N/A | 0.9 | 3.9 | 4.0 | 4.2 | 4.7 | 7.4 | 9.8 | 4.23 | 4.0 | 5.1 | 4.4 | 2.7 | 2.2 | 2.7 | 5.3 | 4.1 | 2.5 | 5.2 | 4.2 | 3.7 | 3.2 | 4.8 | 4.0 | 4.4 | 8.6 | 4.5 | 2.4 | 3.5 | 3.3 | 6.1 | 5.7 |
Dividend Growth(%) | N/A | -77.1 | -38.6 | 65.0 | 29.8 | 85.7 | N/A | N/A | N/A | -30.7 | 24.4 | 84.0 | 38.7 | -23.1 | -41.3 | 40.8 | 58.5 | -49.1 | 43.2 | 25.1 | 16.2 | -22.1 | 35.9 | -2.8 | -44.5 | 108.2 | 103.0 | -22.8 | 33.8 | -40.7 | 12.2 | 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 DR. REDDY`S LABORATORIES INC. 401K PROFIT SHARING PLAN.