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Cadence Design Systems 401K Plan
Cadence Design Systems 401K Plan Asset Allocation Composite Moderate
Cadence Design Systems 401K Plan Asset Allocation Composite Moderate
live (public) 0.03% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| US Equity | VIGAX (VANGUARD GROWTH INDEX FUND ADMIRAL SHARES) | 0.52% | Vanguard US Growth Admin Fund | 13.91% |
| US Equity | VIEIX (VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL SHARES) | 1.14% | Vanguard Extended Market Index-Institutional Fund | 13.47% |
| CASH | CASH (CASH) | 0.0% | Vanguard Treasury Money Market Investment Fund | 39.26% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.0% | Dodge & Cox Stock Fund | 16.75% |
| International Equity | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 0.12% | Vanguard Total International Stock Index Fund I | 16.61% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Cadence Design Systems 401K Plan Asset Allocation Composite Moderate | 3.5% | 16.9% | 10.1% | 4.9% | 8.0% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | 8.7% | 24.8% | 21.6% | 13.5% | 15.3% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 16.7% | 14.3% | 7.5% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 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(%) | 0.1 | 3.5 | 16.9 | 10.1 | 4.9 | 8.0 | 7.3 | 7.1 | 7.1 | 14.5 | 5.7 | 7.4 | -10.3 | 7.5 | 13.0 | 21.2 | -4.2 | 14.4 | 7.4 | -3.0 | 5.4 | 19.3 | 16.2 | -0.8 | 1.7 | 14.3 | -2.6 | 11.6 | 7.8 | 8.9 | 10.9 | 18.6 | -4.7 | 2.3 |
| Sharpe Ratio | NA | 0.41 | 2.08 | 0.83 | 0.27 | 0.7 | NA | NA | 0.72 | 1.27 | 0.24 | 0.5 | -1.19 | 0.77 | 1.17 | 2.88 | -0.58 | 2.57 | 0.97 | -0.4 | 0.78 | 2.79 | 2.1 | -0.06 | 0.16 | 1.81 | -1.0 | 0.89 | 0.56 | 1.17 | 1.46 | 3.19 | -1.58 | -2.43 |
| Draw Down(%) | NA | 5.8 | 5.8 | 11.1 | 15.3 | 15.3 | NA | NA | 15.3 | 10.0 | 5.6 | 8.4 | 13.3 | 5.3 | 9.7 | 3.4 | 13.2 | 1.9 | 5.4 | 9.1 | 5.1 | 5.8 | 6.1 | 13.5 | 10.1 | 3.8 | 6.3 | 6.0 | 9.2 | 3.4 | 5.9 | 3.1 | 6.0 | 0.0 |
| Standard Deviation(%) | NA | 9.4 | 7.8 | 8.5 | 8.8 | 8.7 | NA | NA | 8.1 | 9.2 | 8.4 | 7.3 | 9.9 | 9.6 | 10.9 | 6.8 | 9.7 | 5.3 | 7.5 | 7.7 | 7.0 | 6.9 | 7.7 | 14.6 | 9.7 | 7.8 | 3.6 | 9.5 | 7.9 | 5.7 | 6.8 | 5.6 | 3.7 | 0.0 |
| Treynor Ratio | NA | 0.06 | 0.28 | 0.13 | 0.05 | 0.16 | NA | NA | 0.2 | 0.23 | 0.04 | 0.08 | -0.39 | 0.12 | 0.54 | 0.4 | -0.1 | 0.21 | 0.15 | -0.07 | 0.1 | 0.33 | 0.28 | -0.01 | 0.04 | 1.08 | -2.71 | 0.15 | 0.06 | 0.13 | 0.18 | 0.92 | -1.13 | 13.03 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | NA | NA | 0.01 | 0.01 | -0.03 | -0.02 | -0.02 | -0.03 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.03 | -0.01 | -0.02 | 0.04 | -0.01 | 0.03 | -0.01 | 0.02 | 0.02 | 0.05 | -0.02 | 0.0 |
| Beta | NA | 0.6 | 0.57 | 0.53 | 0.44 | 0.39 | NA | NA | 0.29 | 0.5 | 0.58 | 0.49 | 0.3 | 0.64 | 0.24 | 0.49 | 0.54 | 0.67 | 0.49 | 0.44 | 0.57 | 0.58 | 0.57 | 0.6 | 0.45 | 0.13 | 0.01 | 0.55 | 0.7 | 0.51 | 0.57 | 0.19 | 0.05 | 0.0 |
| RSquared | NA | 0.82 | 0.84 | 0.81 | 0.69 | 0.65 | NA | NA | 0.46 | 0.9 | 0.74 | 0.77 | 0.56 | 0.75 | 0.56 | 0.8 | 0.91 | 0.7 | 0.73 | 0.78 | 0.86 | 0.87 | 0.89 | 0.93 | 0.69 | 0.21 | 0.02 | 0.86 | 0.8 | 0.83 | 0.85 | 0.35 | 0.13 | 0.0 |
| Sortino Ratio | NA | 0.61 | 3.15 | 1.16 | 0.37 | 0.96 | NA | NA | 0.99 | 1.82 | 0.31 | 0.73 | -1.54 | 1.09 | 1.56 | 4.31 | -0.74 | 3.92 | 1.31 | -0.52 | 1.08 | 4.04 | 3.31 | -0.08 | 0.23 | 2.67 | -1.2 | 1.26 | 0.81 | 1.75 | 2.08 | 5.24 | -2.04 | -2.5 |
| Yield(%) | N/A | 0.4 | 3.9 | 3.8 | 4.1 | 7.2 | 8.1 | 9.3 | 4.27 | 4.0 | 3.3 | 3.4 | 4.2 | 5.4 | 9.0 | 6.6 | 4.9 | 8.0 | 2.6 | 5.0 | 3.4 | 7.0 | 5.1 | 1.8 | 3.0 | 2.2 | 0.9 | 6.5 | 5.0 | 3.5 | 3.6 | 2.6 | 1.3 | 2.3 |
| Dividend Growth(%) | N/A | -87.8 | 43.6 | -38.7 | -11.4 | 146.2 | N/A | N/A | N/A | 27.2 | 3.1 | -27.1 | -15.7 | -33.1 | 66.7 | 28.1 | -30.1 | 239.7 | -50.8 | 55.7 | -42.5 | 58.8 | 187.5 | -40.3 | 57.7 | 135.2 | -84.3 | 38.6 | 58.3 | 5.7 | 63.9 | 96.0 | -43.2 | 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 Cadence Design Systems 401K Plan.
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