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COLFAX CORPORATION 401K SAVINGS PLAN PLUS
COLFAX CORPORATION 401K SAVINGS PLAN PLUS Asset Allocation Composite Moderate
COLFAX CORPORATION 401K SAVINGS PLAN PLUS Asset Allocation Composite Moderate
live (public) 0.29% May 23
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | MORLEY STABLE VALUE | 39.71% |
US Equity | FCNKX (FIDELITY CONTRAFUND CLASS K) | 0.16% | FCNKX | 10.81% |
US Equity | JDMNX (JANUS ENTERPRISE FUND CLASS N) | 0.13% | JDMNX | 11.41% |
Real Estate | CSRIX (Cohen And Steers Insti Realty Shs In) | 0.07% | CSRIX | 9.47% |
Emerging Market Equity | FKEMX (FIDELITY EMERGING MARKETS FUND CLASS K) | 0.16% | FKEMX | 8.33% |
International Equity | FDIKX (FIDELITY DIVERSIFIED INTERNATIONAL FUND CLASS K) | 0.18% | FDIKX | 10.41% |
International Equity | RNPEX (NEW PERSPECTIVE FUND CLASS R-4) | 0.22% | RNPEX | 9.86% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/23/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
COLFAX CORPORATION 401K SAVINGS PLAN PLUS Asset Allocation Composite Moderate | 10.1% | 25.7% | 10.3% | 11.4% | 8.6% | 10.2% |
VFINX (Vanguard (S&P 500) Index) | 11.0% | 28.9% | 9.8% | 14.8% | 12.8% | 14.7% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.3% | 17.1% | 3.6% | 8.4% | 7.9% | 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(%) | -0.2 | 10.1 | 25.7 | 10.3 | 11.4 | 8.6 | 10.2 | 9.6 | 9.9 | 20.7 | -5.3 | 13.7 | 9.4 | 22.1 | -3.0 | 12.7 | 7.3 | -1.5 | 8.4 | 12.6 | 13.3 | 2.5 | 14.7 | 22.1 | -3.0 | 4.5 | 14.8 | 5.6 | 16.1 | 28.7 | 5.1 | 6.1 |
Sharpe Ratio | NA | 1.28 | 3.13 | 0.97 | 1.21 | 1.03 | NA | NA | 1.1 | 2.18 | -0.71 | 1.58 | 1.14 | 3.34 | -0.5 | 2.58 | 1.22 | -0.23 | 1.31 | 1.63 | 1.79 | 0.18 | 1.42 | 2.08 | -0.46 | 0.15 | 1.59 | 0.47 | 1.94 | 4.1 | 2.69 | 0.77 |
Draw Down(%) | NA | 2.9 | 4.2 | 16.0 | 16.0 | 16.0 | NA | NA | 16.0 | 4.9 | 16.0 | 4.2 | 13.4 | 2.2 | 10.7 | 2.2 | 5.3 | 7.7 | 4.7 | 7.9 | 5.6 | 12.2 | 8.2 | 4.3 | 10.0 | 6.4 | 5.8 | 4.8 | 7.4 | 2.4 | 1.4 | 3.8 |
Standard Deviation(%) | NA | 6.8 | 7.0 | 8.2 | 8.1 | 7.4 | NA | NA | 8.0 | 7.6 | 9.5 | 8.7 | 8.0 | 6.2 | 8.6 | 4.7 | 5.8 | 6.6 | 6.4 | 7.7 | 7.4 | 13.3 | 10.3 | 10.6 | 8.6 | 10.2 | 7.3 | 7.2 | 7.8 | 6.8 | 1.5 | 5.0 |
Treynor Ratio | NA | 0.15 | 0.39 | 0.21 | 0.38 | 0.26 | NA | NA | 0.42 | 0.31 | -0.23 | 0.23 | 0.75 | 0.48 | -0.09 | 0.21 | 0.32 | -0.05 | 0.16 | 0.2 | 0.25 | 0.04 | 0.48 | 3.66 | 0.68 | 0.03 | 0.18 | 0.06 | 0.27 | 1.72 | -9.33 | -1.59 |
Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.02 | NA | NA | 0.03 | 0.02 | 0.0 | -0.01 | 0.03 | 0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.02 | 0.02 | 0.01 | 0.04 | 0.08 | -0.02 | 0.0 | 0.02 | 0.01 | 0.04 | 0.08 | 0.01 | 0.01 |
Beta | NA | 0.57 | 0.57 | 0.38 | 0.26 | 0.29 | NA | NA | 0.21 | 0.53 | 0.29 | 0.6 | 0.12 | 0.43 | 0.49 | 0.57 | 0.22 | 0.29 | 0.51 | 0.64 | 0.54 | 0.54 | 0.3 | 0.06 | -0.06 | 0.58 | 0.65 | 0.62 | 0.57 | 0.16 | 0.0 | -0.02 |
RSquared | NA | 0.9 | 0.86 | 0.65 | 0.45 | 0.5 | NA | NA | 0.26 | 0.84 | 0.55 | 0.82 | 0.28 | 0.75 | 0.92 | 0.66 | 0.25 | 0.47 | 0.83 | 0.84 | 0.86 | 0.91 | 0.28 | 0.02 | 0.08 | 0.84 | 0.81 | 0.78 | 0.66 | 0.16 | 0.01 | 0.01 |
Sortino Ratio | NA | 2.1 | 5.12 | 1.36 | 1.67 | 1.41 | NA | NA | 1.56 | 3.34 | -0.89 | 2.28 | 1.48 | 5.01 | -0.64 | 4.0 | 1.65 | -0.3 | 1.86 | 2.24 | 2.73 | 0.25 | 2.05 | 3.25 | -0.63 | 0.2 | 2.46 | 0.68 | 2.81 | 6.85 | 4.23 | 1.15 |
Yield(%) | N/A | 5.1 | 14.8 | 12.7 | 11.6 | 9.9 | 14.3 | 17.7 | 5.79 | 13.7 | 13.6 | 5.2 | 3.9 | 4.5 | 3.3 | 4.3 | 4.8 | 3.1 | 4.9 | 4.8 | 4.7 | 3.4 | 3.6 | 4.8 | 4.4 | 9.0 | 7.0 | 6.5 | 5.2 | 4.0 | 3.7 | 6.4 |
Dividend Growth(%) | N/A | -55.5 | -13.3 | 294.5 | 261.7 | 224.7 | N/A | N/A | N/A | -4.9 | 201.7 | 44.1 | 6.5 | 31.2 | -12.7 | -4.7 | 54.1 | -31.2 | 12.2 | 17.1 | 42.0 | 8.5 | -8.5 | 6.2 | -49.4 | 45.8 | 16.7 | 44.1 | 68.8 | 14.0 | -39.4 | 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 COLFAX CORPORATION 401K SAVINGS PLAN PLUS.