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COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate
live (public) 0.65% May 03
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | WACPX (WESTERN ASSET CORE PLUS BOND FUND CLASS I) | 0.11% | Western Asset Core Plus Fixed Income Fund (Fund N) | 38.89% |
US Equity | VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 0.11% | Vanguard Institutional Index Fund Mutual Funds | 13.88% |
US Equity | PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) | 0.11% | T. Rowe Price Growth Stock Fund Mutual Funds | 13.21% |
International Equity | CEUFX (EUROPACIFIC GROWTH FUND CLASS 529-F-1) | 0.17% | EuroPacific Growth Fund Mutual Funds | 34.02% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/03/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN Asset Allocation Composite Moderate | 3.2% | 7.0% | -0.6% | 4.5% | 5.7% | 8.2% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.9% | 7.7% | 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(%) | 0.5 | 3.2 | 7.0 | -0.6 | 4.5 | 5.7 | 8.2 | 7.3 | 7.5 | 5.8 | -11.6 | 7.6 | 11.4 | 21.3 | -7.1 | 17.1 | 10.2 | -0.3 | 5.9 | 16.4 | 12.9 | 0.5 | 10.6 | 30.3 | -14.6 | 7.6 | 11.8 | 8.4 | 11.7 | 25.1 | 1.7 | 0.8 |
Sharpe Ratio | NA | 0.23 | 0.37 | -0.32 | 0.32 | 0.56 | NA | NA | 0.76 | 0.18 | -1.37 | 0.78 | 1.06 | 2.84 | -0.85 | 3.34 | 1.43 | -0.05 | 0.87 | 2.22 | 1.6 | 0.03 | 1.12 | 3.09 | -1.65 | 0.48 | 1.13 | 0.92 | 1.35 | 3.2 | 0.14 | -0.29 |
Draw Down(%) | NA | 4.4 | 9.2 | 15.6 | 16.5 | 16.5 | NA | NA | 23.3 | 9.2 | 12.7 | 4.2 | 16.5 | 3.5 | 14.2 | 1.9 | 4.1 | 6.4 | 4.8 | 5.9 | 6.3 | 13.5 | 7.7 | 8.4 | 21.4 | 6.6 | 7.8 | 4.6 | 6.1 | 3.6 | 5.3 | 5.9 |
Standard Deviation(%) | NA | 8.5 | 8.4 | 9.0 | 9.2 | 8.3 | NA | NA | 8.5 | 8.7 | 9.5 | 9.7 | 10.5 | 7.0 | 9.9 | 4.9 | 7.0 | 7.2 | 6.8 | 7.4 | 8.0 | 14.3 | 9.3 | 9.8 | 9.4 | 9.6 | 7.5 | 6.7 | 7.9 | 7.6 | 4.3 | 5.3 |
Treynor Ratio | NA | 0.03 | 0.05 | -0.07 | 0.09 | 0.13 | NA | NA | 0.24 | 0.03 | -0.44 | 0.12 | 0.54 | 0.38 | -0.15 | 0.26 | 0.28 | -0.01 | 0.1 | 0.26 | 0.21 | 0.01 | 0.27 | 1.77 | -2.63 | 0.08 | 0.13 | 0.11 | 0.17 | 1.15 | -0.1 | 1.1 |
Alpha | NA | -0.02 | -0.04 | -0.02 | 0.0 | 0.0 | NA | NA | 0.02 | -0.04 | -0.03 | -0.03 | 0.03 | 0.02 | -0.02 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 | 0.09 | -0.05 | 0.02 | 0.01 | 0.02 | 0.02 | 0.07 | 0.0 | -0.01 |
Beta | NA | 0.63 | 0.64 | 0.4 | 0.31 | 0.35 | NA | NA | 0.27 | 0.58 | 0.29 | 0.65 | 0.21 | 0.53 | 0.55 | 0.62 | 0.36 | 0.31 | 0.57 | 0.62 | 0.6 | 0.59 | 0.38 | 0.17 | 0.06 | 0.57 | 0.66 | 0.59 | 0.62 | 0.21 | -0.06 | -0.01 |
RSquared | NA | 0.78 | 0.78 | 0.61 | 0.53 | 0.57 | NA | NA | 0.38 | 0.77 | 0.56 | 0.78 | 0.47 | 0.88 | 0.89 | 0.72 | 0.45 | 0.46 | 0.91 | 0.87 | 0.92 | 0.94 | 0.55 | 0.23 | 0.07 | 0.9 | 0.79 | 0.8 | 0.75 | 0.23 | 0.13 | 0.0 |
Sortino Ratio | NA | 0.33 | 0.54 | -0.44 | 0.42 | 0.76 | NA | NA | 1.05 | 0.25 | -1.74 | 1.09 | 1.38 | 4.21 | -1.09 | 5.3 | 1.99 | -0.07 | 1.21 | 3.17 | 2.47 | 0.05 | 1.59 | 4.97 | -2.03 | 0.65 | 1.71 | 1.33 | 1.9 | 5.07 | 0.18 | -0.36 |
Yield(%) | N/A | 0.78 | 4.13 | 4.14 | 3.92 | 4.07 | N/A | N/A | 3.6 | 3.78 | 2.76 | 5.48 | 3.78 | 3.76 | 4.15 | 7.34 | 3.95 | 2.1 | 4.08 | 3.41 | 2.33 | 2.56 | 3.49 | 6.22 | 4.22 | 5.58 | 4.21 | 4.54 | 2.23 | 2.05 | 0.0 | 0.0 |
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 COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS and INVESTMENT PLAN.