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Intel Corporation 401(k) Savings Plan
Intel Corporation 401(k) Savings Plan Asset Allocation Composite Moderate
Intel Corporation 401(k) Savings Plan Asset Allocation Composite Moderate
live (public) 0.07% April 25
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | Stable Value Fund | 39.89% |
US Equity | FDGRX (FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND) | 1.07% | Fidelity Growth Company | 14.71% |
US Equity | VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 0.54% | Vanguard Institutional Index Fund | 13.82% |
Emerging Market Equity | LZEMX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 0.46% | Lazard Emerging Markets | 8.48% |
International Equity | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 0.32% | International Stock Fund | 11.30% |
International Equity | RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) | 0.05% | American Funds EuroPacific Growth | 11.80% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/25/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Intel Corporation 401(k) Savings Plan Asset Allocation Composite Moderate | 6.6% | 25.7% | 7.7% | 10.4% | 6.9% | 7.9% |
VFINX (Vanguard (S&P 500) Index) | 6.2% | 25.8% | 8.0% | 13.3% | 12.4% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.0% | 13.9% | 2.3% | 7.5% | 7.6% | 9.7% |
* 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(%) | 0.9 | 6.6 | 25.7 | 7.7 | 10.4 | 6.9 | 7.9 | 7.8 | 8.2 | 20.6 | -2.1 | 4.2 | 15.3 | 19.3 | -5.3 | 12.0 | 7.7 | -7.9 | 3.7 | 16.0 | 14.2 | -0.7 | 5.8 | 15.1 | -0.4 | 10.9 | 9.7 | 4.3 | 15.0 | 25.5 | 4.2 | 3.4 |
Sharpe Ratio | NA | 0.79 | 3.11 | 0.66 | 0.98 | 0.7 | NA | NA | 0.85 | 2.38 | -0.37 | 0.41 | 1.36 | 2.58 | -0.64 | 2.1 | 0.99 | -1.02 | 0.55 | 2.36 | 1.76 | -0.05 | 0.59 | 1.65 | -0.33 | 0.76 | 0.81 | 0.31 | 1.68 | 3.26 | 1.75 | 90.57 |
Draw Down(%) | NA | 2.6 | 3.4 | 13.7 | 13.7 | 13.7 | NA | NA | 14.4 | 3.8 | 11.8 | 4.9 | 11.3 | 3.2 | 13.5 | 1.6 | 5.2 | 12.1 | 5.5 | 4.5 | 6.1 | 14.4 | 8.6 | 4.7 | 5.7 | 8.0 | 8.9 | 5.4 | 7.9 | 3.4 | 1.1 | 0.0 |
Standard Deviation(%) | NA | 6.9 | 7.1 | 8.2 | 9.0 | 8.4 | NA | NA | 8.3 | 6.9 | 9.2 | 10.2 | 11.1 | 6.9 | 10.3 | 5.4 | 7.6 | 7.8 | 6.7 | 6.8 | 8.1 | 15.5 | 9.8 | 9.1 | 4.0 | 10.4 | 7.9 | 6.7 | 8.4 | 7.6 | 1.8 | 0.0 |
Treynor Ratio | NA | 0.1 | 0.39 | 0.15 | 0.28 | 0.16 | NA | NA | 0.26 | 0.37 | -0.12 | 0.06 | 0.66 | 0.34 | -0.12 | 0.17 | 0.19 | -0.18 | 0.07 | 0.28 | 0.23 | -0.01 | 0.13 | 1.01 | -0.91 | 0.13 | 0.09 | 0.04 | 0.25 | 1.11 | 2.76 | 3966.8 |
Alpha | NA | 0.03 | 0.04 | 0.01 | 0.02 | 0.01 | NA | NA | 0.02 | 0.03 | 0.01 | -0.05 | 0.04 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.04 | 0.0 | 0.03 | 0.0 | 0.01 | 0.03 | 0.07 | 0.01 | 0.0 |
Beta | NA | 0.56 | 0.56 | 0.36 | 0.31 | 0.36 | NA | NA | 0.27 | 0.44 | 0.28 | 0.66 | 0.23 | 0.53 | 0.57 | 0.68 | 0.4 | 0.44 | 0.55 | 0.57 | 0.61 | 0.64 | 0.43 | 0.15 | 0.01 | 0.6 | 0.7 | 0.54 | 0.55 | 0.22 | 0.01 | 0.0 |
RSquared | NA | 0.89 | 0.87 | 0.59 | 0.54 | 0.59 | NA | NA | 0.4 | 0.7 | 0.54 | 0.72 | 0.51 | 0.9 | 0.89 | 0.71 | 0.47 | 0.76 | 0.87 | 0.87 | 0.92 | 0.93 | 0.62 | 0.2 | 0.02 | 0.85 | 0.8 | 0.67 | 0.54 | 0.25 | 0.03 | 0.0 |
Sortino Ratio | NA | 1.26 | 5.08 | 0.92 | 1.33 | 0.95 | NA | NA | 1.18 | 3.67 | -0.48 | 0.57 | 1.79 | 3.77 | -0.83 | 3.11 | 1.34 | -1.3 | 0.76 | 3.45 | 2.79 | -0.07 | 0.83 | 2.42 | -0.41 | 1.04 | 1.19 | 0.45 | 2.42 | 5.24 | 3.19 | NA |
Yield(%) | N/A | 3.94 | 15.25 | 12.28 | 8.74 | 5.48 | N/A | N/A | 4.38 | 15.59 | 13.01 | 3.67 | 4.03 | 3.17 | 2.79 | 2.37 | 2.32 | 1.91 | 2.01 | 2.79 | 4.13 | 2.41 | 3.75 | 3.13 | 2.44 | 3.02 | 5.13 | 3.79 | 3.58 | 5.17 | 3.05 | 3.44 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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 Intel Corporation 401(k) Savings Plan.