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Ford Motor 401K
Ford Motor 401K Asset Allocation Composite Moderate
Ford Motor 401K Asset Allocation Composite Moderate
live (public) 0.80% February 27
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | Interest Income Fund | 42.02% |
| US Equity | FDGRX (FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND) | 2.82% | Fidelity Growth Company Fund | 13.45% |
| US Equity | VLISX (VANGUARD LARGE-CAP INDEX FUND INSTITUTIONAL SHARES) | 1.83% | Vanguard Large Cap Index Instl | 13.14% |
| International Equity | PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) | 0.70% | T. Rowe Price International Small Cap Equity Trust | 15.45% |
| International Equity | SSGLX (STATE STREET GLOBAL EQUITY EX-U.S. INDEX FUND CLASS K) | 1.17% | SSgA Global All Cap Equity Index | 15.94% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/27/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Ford Motor 401K Asset Allocation Composite Moderate | 2.3% | 27.9% | 13.6% | 12.9% | 9.3% | 9.0% |
| VFINX (Vanguard (S&P 500) Index) | 6.1% | 15.0% | 19.5% | 16.6% | 13.5% | 14.7% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.8% | 10.9% | 11.6% | 9.4% | 8.4% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 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 | 2.3 | 27.9 | 13.6 | 12.9 | 9.3 | 9.0 | 9.0 | 8.9 | 8.9 | 9.1 | 19.9 | 25.1 | -4.1 | 11.1 | 11.7 | 17.9 | -4.5 | 15.0 | 5.3 | -1.9 | 5.7 | 18.6 | 11.4 | -2.0 | 6.6 | 15.6 | -1.8 | 8.6 | 12.6 | 9.5 | 11.9 | 24.3 | 3.2 | 3.4 |
| Sharpe Ratio | NA | 0.41 | 1.61 | 1.3 | 1.23 | 0.91 | NA | NA | NA | NA | 0.97 | 1.73 | 2.69 | -0.49 | 1.14 | 1.37 | 2.34 | -0.59 | 2.86 | 0.87 | -0.28 | 0.8 | 2.68 | 1.33 | -0.13 | 0.69 | 1.85 | -0.7 | 0.59 | 1.26 | 1.12 | 1.35 | 3.33 | 90.51 | 90.57 |
| Draw Down(%) | NA | 1.6 | 4.7 | 11.9 | 14.9 | 14.9 | NA | NA | NA | NA | 14.9 | 4.7 | 4.7 | 13.9 | 5.3 | 10.9 | 3.6 | 12.6 | 1.5 | 4.3 | 6.9 | 4.6 | 4.4 | 7.4 | 14.1 | 8.5 | 4.7 | 7.0 | 6.5 | 8.2 | 4.1 | 6.8 | 2.8 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 6.9 | 7.6 | 8.9 | 9.0 | 8.2 | NA | NA | NA | NA | 8.0 | 7.7 | 7.7 | 11.4 | 9.7 | 8.3 | 7.1 | 9.7 | 5.0 | 5.9 | 7.0 | 7.1 | 6.9 | 8.5 | 15.1 | 9.5 | 8.4 | 3.9 | 9.5 | 7.4 | 6.5 | 8.1 | 7.1 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.06 | 0.23 | 0.29 | 0.42 | 0.24 | NA | NA | NA | NA | 0.3 | 0.24 | 0.39 | -0.17 | 0.17 | 1.13 | 0.31 | -0.11 | 0.22 | 0.21 | -0.06 | 0.1 | 0.31 | 0.17 | -0.03 | 0.17 | 1.18 | -1.87 | 0.1 | 0.14 | 0.13 | 0.17 | 1.01 | -7064.83 | 3966.81 |
| Alpha | NA | 0.08 | 0.03 | 0.03 | 0.03 | 0.02 | NA | NA | NA | NA | 0.02 | 0.01 | 0.03 | 0.01 | -0.02 | 0.04 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.05 | -0.01 | 0.02 | 0.01 | 0.03 | 0.02 | 0.06 | 0.01 | 0.0 |
| Beta | NA | 0.47 | 0.53 | 0.4 | 0.26 | 0.32 | NA | NA | NA | NA | 0.26 | 0.55 | 0.54 | 0.33 | 0.67 | 0.1 | 0.53 | 0.55 | 0.66 | 0.25 | 0.33 | 0.58 | 0.6 | 0.65 | 0.63 | 0.39 | 0.13 | 0.01 | 0.57 | 0.68 | 0.58 | 0.66 | 0.23 | 0.0 | 0.0 |
| RSquared | NA | 0.77 | 0.81 | 0.6 | 0.39 | 0.48 | NA | NA | NA | NA | 0.38 | 0.81 | 0.83 | 0.51 | 0.81 | 0.18 | 0.87 | 0.93 | 0.76 | 0.3 | 0.54 | 0.87 | 0.92 | 0.94 | 0.96 | 0.54 | 0.18 | 0.02 | 0.92 | 0.84 | 0.83 | 0.81 | 0.32 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.62 | 2.31 | 1.79 | 1.71 | 1.25 | NA | NA | NA | NA | 1.35 | 2.51 | 4.2 | -0.62 | 1.59 | 1.84 | 3.46 | -0.77 | 4.39 | 1.14 | -0.37 | 1.11 | 3.92 | 2.02 | -0.18 | 0.97 | 2.74 | -0.81 | 0.8 | 1.87 | 1.67 | 1.91 | 5.33 | NA | NA |
| Yield(%) | N/A | 1.5 | 12.9 | 15.9 | 13.3 | 9.8 | 10.8 | 10.8 | 13.2 | 13.2 | 3.93 | 13.5 | 14.4 | 13.7 | 3.9 | 4.0 | 1.5 | 4.3 | 2.9 | 3.2 | 1.4 | 3.0 | 3.3 | 1.9 | 2.0 | 1.9 | 2.3 | 2.3 | 3.7 | 3.5 | 1.7 | 1.8 | 2.3 | 3.2 | 3.4 |
| Dividend Growth(%) | N/A | -86.6 | 12.3 | 484.9 | 499.4 | 496.2 | N/A | N/A | N/A | N/A | N/A | 16.0 | 0.9 | 291.8 | 7.8 | 210.4 | -66.3 | 70.3 | -5.2 | 128.2 | -50.5 | 4.6 | 100.4 | -9.9 | 13.1 | -3.1 | -3.0 | -31.5 | 18.0 | 124.8 | 7.9 | -4.2 | -25.8 | -3.2 | 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 Ford Motor 401K.
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