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VALEANT PHARMACEUTICALS INTERNATIONAL 401K
VALEANT PHARMACEUTICALS INTERNATIONAL 401K Asset Allocation Composite Moderate
VALEANT PHARMACEUTICALS INTERNATIONAL 401K Asset Allocation Composite Moderate
live (public) 0.35% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | MWTIX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I) | 0.11% | MetWest Total Return Bond | 39.61% |
| US Equity | FCNKX (FIDELITY CONTRAFUND CLASS K) | 2.45% | Fidelity Contrafund K | 10.35% |
| US Equity | MLRSX (MAINSTAY LARGE CAP GROWTH FUND CLASS R6) | 2.97% | Mainstay Large Cap Growth R6 | 11.22% |
| CASH | CASH (CASH) | 0.0% | Managed Income Portfolio-Class 4 | 0.24% |
| Real Estate | VGSNX (VANGUARD REIT INDEX FUND INSTITUTIONAL SHARES) | 1.67% | Vanguard REIT Index Inst | 10.11% |
| Emerging Market Equity | ODVYX (Oppenheimer Developing Markets Y) | 0.84% | Oppenheimer Developing Markets Y | 8.25% |
| International Equity | RERGX (EUROPACIFIC GROWTH FUND CLASS R-6) | 1.16% | Am Funds EuroPacific Growth R6 | 10.11% |
| International Equity | VTSNX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL SHARES) | 0.81% | Vanguard Total Intl Stock Index Instl | 10.11% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| VALEANT PHARMACEUTICALS INTERNATIONAL 401K Asset Allocation Composite Moderate | 4.9% | 14.8% | 0.1% | 2.4% | 4.3% | 6.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 14.8% | 19.6% | 16.6% | 13.6% | 14.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.6% |
* 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(%) | 1.1 | 4.9 | 14.8 | 0.1 | 2.4 | 4.3 | 6.1 | 6.6 | 7.2 | 7.4 | 8.0 | 4.2 | 5.8 | -14.8 | 8.0 | 7.2 | 16.6 | -2.9 | 12.2 | 8.2 | -3.2 | 7.0 | 13.6 | 12.9 | 3.1 | 16.2 | 25.6 | 2.4 | 2.3 | 15.2 | 7.7 | 10.6 | 24.1 | 7.8 | 7.6 |
| Sharpe Ratio | NA | 0.31 | 0.02 | -0.4 | 0.04 | 0.26 | NA | NA | NA | NA | 0.8 | -0.3 | 0.2 | -1.67 | 0.95 | 0.69 | 2.23 | -0.48 | 2.29 | 1.28 | -0.46 | 1.14 | 1.77 | 1.68 | 0.21 | 1.62 | 2.47 | 0.2 | -0.06 | 1.56 | 0.69 | 1.1 | 2.8 | 1.61 | 1.06 |
| Draw Down(%) | NA | 1.5 | 6.5 | 15.7 | 20.5 | 20.5 | NA | NA | NA | NA | 20.5 | 5.8 | 6.7 | 15.4 | 4.7 | 14.3 | 2.9 | 10.7 | 2.3 | 5.2 | 7.7 | 3.9 | 7.4 | 6.0 | 12.5 | 7.5 | 4.3 | 5.4 | 7.5 | 6.0 | 5.4 | 7.2 | 3.6 | 2.5 | 3.3 |
| Standard Deviation(%) | NA | 7.3 | 7.9 | 8.2 | 8.7 | 7.9 | NA | NA | NA | NA | 8.3 | 8.1 | 7.4 | 9.7 | 8.4 | 10.1 | 6.8 | 8.8 | 5.1 | 6.2 | 6.9 | 6.1 | 7.6 | 7.7 | 14.3 | 9.9 | 10.3 | 7.5 | 10.3 | 7.7 | 8.0 | 8.8 | 8.4 | 4.2 | 5.0 |
| Treynor Ratio | NA | 0.05 | 0.0 | -0.09 | 0.01 | 0.06 | NA | NA | NA | NA | 0.28 | -0.04 | 0.03 | -0.55 | 0.15 | 0.3 | 0.35 | -0.09 | 0.22 | 0.32 | -0.11 | 0.14 | 0.22 | 0.23 | 0.05 | 0.41 | 2.16 | -0.44 | -0.01 | 0.18 | 0.08 | 0.14 | 1.14 | -0.84 | -1.42 |
| Alpha | NA | 0.05 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | NA | NA | 0.02 | -0.04 | -0.03 | -0.04 | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.04 | 0.08 | 0.0 | 0.0 | 0.02 | 0.02 | 0.02 | 0.06 | 0.02 | 0.02 |
| Beta | NA | 0.45 | 0.53 | 0.36 | 0.31 | 0.33 | NA | NA | NA | NA | 0.24 | 0.55 | 0.46 | 0.29 | 0.54 | 0.23 | 0.44 | 0.49 | 0.54 | 0.25 | 0.3 | 0.49 | 0.62 | 0.56 | 0.59 | 0.39 | 0.12 | -0.03 | 0.6 | 0.67 | 0.68 | 0.68 | 0.21 | -0.08 | -0.04 |
| RSquared | NA | 0.7 | 0.73 | 0.56 | 0.55 | 0.56 | NA | NA | NA | NA | 0.31 | 0.73 | 0.65 | 0.54 | 0.71 | 0.61 | 0.63 | 0.88 | 0.5 | 0.27 | 0.46 | 0.82 | 0.8 | 0.87 | 0.93 | 0.5 | 0.1 | 0.03 | 0.86 | 0.77 | 0.76 | 0.74 | 0.18 | 0.25 | 0.03 |
| Sortino Ratio | NA | 0.46 | 0.03 | -0.53 | 0.06 | 0.35 | NA | NA | NA | NA | 1.12 | -0.4 | 0.29 | -2.1 | 1.33 | 0.9 | 3.12 | -0.62 | 3.31 | 1.76 | -0.6 | 1.62 | 2.52 | 2.52 | 0.29 | 2.36 | 3.87 | 0.29 | -0.08 | 2.4 | 1.0 | 1.56 | 4.33 | 2.38 | 1.58 |
| Yield(%) | N/A | 0.1 | 2.2 | 2.9 | 4.0 | 4.3 | 6.7 | 6.7 | 10.0 | 10.0 | 4.43 | 2.3 | 4.0 | 2.7 | 4.2 | 5.4 | 3.2 | 4.4 | 4.2 | 4.2 | 1.7 | 4.4 | 5.0 | 4.7 | 4.7 | 4.6 | 4.5 | 4.6 | 6.6 | 6.5 | 4.0 | 3.4 | 2.0 | 5.4 | 6.6 |
| Dividend Growth(%) | N/A | -95.6 | -39.5 | -23.3 | 35.8 | 52.1 | N/A | N/A | N/A | N/A | N/A | -38.5 | 24.8 | -29.4 | -17.8 | 100.8 | -31.3 | 18.7 | 7.8 | 134.6 | -57.6 | -2.3 | 21.8 | 2.4 | 19.6 | 30.0 | 0.4 | -29.4 | 16.0 | 77.1 | 31.2 | 111.3 | -60.4 | -12.7 | 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 VALEANT PHARMACEUTICALS INTERNATIONAL 401K.
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