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Synfora John Hancock Retirement Plan Services
Synfora John Hancock Retirement Plan Services Asset Allocation Composite Moderate
Synfora John Hancock Retirement Plan Services Asset Allocation Composite Moderate
live (public) 0.74% 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 | RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) | 0.0% | T. Rowe Price Spectrum Income | 38.87% |
US Equity | PJFAX (PRUDENTIAL JENNISON GROWTH FUND CLASS A) | 0.12% | Jennison Growth | 11.50% |
US Equity | PABGX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND-ADVISOR CLASS) | 0.21% | T. Rowe Price Blue Chip Growth | 10.36% |
CASH | CASH (CASH) | 0.0% | Money Market Fund | 0.09% |
Real Estate | RRREX (DEUTSCHE REAL ESTATE SECURITIES FUND CLASS S) | 0.81% | DWS RREEF Real Estate Securities | 9.40% |
International Equity | TEDIX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A) | 0.35% | Mutual Global Discovery | 0.62% |
International Equity | TEMWX (TEMPLETON WORLD FUND CLASS A) | 0.06% | Templeton World | 10.59% |
International Equity | OPPAX (Oppenheimer Glabal A Fund) | 0.11% | Oppenheimer Global | 10.37% |
Emerging Market Equity | ODVYX (Oppenheimer Developing Markets Y) | 0.08% | Oppenheimer Developing Markets | 8.20% |
* 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** |
---|---|---|---|---|---|---|
Synfora John Hancock Retirement Plan Services Asset Allocation Composite Moderate | 3.0% | 13.1% | -0.4% | 3.0% | 4.3% | 6.9% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 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(%) | 0.4 | 3.0 | 13.1 | -0.4 | 3.0 | 4.3 | 6.9 | 6.6 | 7.7 | 12.7 | -17.1 | 7.9 | 6.6 | 16.5 | -4.4 | 11.6 | 9.2 | -2.4 | 6.1 | 13.0 | 9.7 | 3.4 | 10.9 | 26.0 | -6.7 | 3.1 | 12.0 | 5.2 | 15.3 | 30.1 | 10.4 | 6.7 |
Sharpe Ratio | NA | 0.2 | 1.1 | -0.29 | 0.15 | 0.39 | NA | NA | 0.74 | 0.96 | -1.83 | 0.79 | 0.65 | 2.16 | -0.6 | 2.21 | 1.33 | -0.35 | 0.87 | 1.6 | 1.19 | 0.22 | 0.98 | 2.45 | -0.8 | 0.02 | 1.15 | 0.45 | 1.67 | 3.56 | 1.38 | 0.89 |
Draw Down(%) | NA | 4.6 | 6.6 | 18.1 | 18.1 | 18.1 | NA | NA | 18.1 | 7.2 | 18.1 | 6.5 | 16.6 | 3.6 | 11.7 | 2.4 | 5.1 | 8.9 | 5.2 | 7.0 | 7.1 | 12.9 | 9.2 | 5.2 | 12.5 | 8.7 | 8.3 | 4.7 | 7.8 | 5.3 | 3.3 | 4.1 |
Standard Deviation(%) | NA | 9.2 | 8.4 | 9.2 | 9.3 | 8.3 | NA | NA | 8.8 | 8.7 | 10.1 | 9.9 | 9.8 | 7.0 | 9.5 | 5.0 | 6.8 | 7.0 | 7.0 | 8.1 | 8.1 | 15.4 | 11.0 | 10.6 | 9.5 | 10.2 | 7.5 | 6.7 | 8.6 | 8.2 | 6.7 | 4.9 |
Treynor Ratio | NA | 0.02 | 0.14 | -0.06 | 0.04 | 0.09 | NA | NA | 0.26 | 0.13 | -0.6 | 0.12 | 0.3 | 0.3 | -0.11 | 0.19 | 0.31 | -0.07 | 0.11 | 0.19 | 0.16 | 0.05 | 0.25 | 1.92 | 4.32 | 0.0 | 0.13 | 0.05 | 0.23 | 2.6 | -1.02 | -0.94 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.02 | -0.01 | -0.05 | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.02 | 0.08 | -0.03 | 0.0 | 0.01 | 0.01 | 0.03 | 0.09 | 0.03 | 0.02 |
Beta | NA | 0.74 | 0.68 | 0.42 | 0.32 | 0.36 | NA | NA | 0.25 | 0.63 | 0.31 | 0.66 | 0.21 | 0.49 | 0.53 | 0.58 | 0.29 | 0.36 | 0.57 | 0.67 | 0.59 | 0.64 | 0.43 | 0.13 | -0.02 | 0.57 | 0.66 | 0.55 | 0.61 | 0.11 | -0.09 | -0.05 |
RSquared | NA | 0.92 | 0.89 | 0.64 | 0.55 | 0.58 | NA | NA | 0.3 | 0.88 | 0.55 | 0.75 | 0.54 | 0.79 | 0.9 | 0.62 | 0.32 | 0.62 | 0.85 | 0.86 | 0.87 | 0.94 | 0.49 | 0.12 | 0.01 | 0.81 | 0.77 | 0.72 | 0.63 | 0.05 | 0.12 | 0.04 |
Sortino Ratio | NA | 0.28 | 1.62 | -0.39 | 0.2 | 0.53 | NA | NA | 1.03 | 1.41 | -2.26 | 1.09 | 0.79 | 3.13 | -0.78 | 3.43 | 1.81 | -0.45 | 1.23 | 2.28 | 1.75 | 0.3 | 1.36 | 3.72 | -1.05 | 0.02 | 1.69 | 0.63 | 2.37 | 5.57 | 2.07 | 1.29 |
Yield(%) | N/A | 0.64 | 4.22 | 4.44 | 4.98 | 5.39 | N/A | N/A | 5.08 | 4.16 | 2.11 | 6.86 | 6.38 | 5.26 | 6.31 | 6.19 | 8.02 | 2.02 | 7.06 | 5.48 | 3.4 | 3.17 | 2.56 | 4.84 | 3.67 | 4.76 | 6.28 | 2.72 | 6.25 | 6.58 | 3.68 | 8.51 |
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 Synfora John Hancock Retirement Plan Services.