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JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN
JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN Asset Allocation Composite Moderate
JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN Asset Allocation Composite Moderate
live (public) 0.00% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) | 0.10% | Fixed Income (Managed by Fidelity) | 38.28% |
| US Equity | CMGIX (BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL) | 0.57% | BlackRock MidCap Equity Index | 13.24% |
| US Equity | VPMCX (VANGUARD PRIMECAP FUND INVESTOR SHARES) | 0.77% | Vanguard PRIMECAP Admiral Shares | 14.35% |
| International Equity | VWILX (VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES) | 0.29% | The International Growth Fund | 17.37% |
| International Equity | DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) | 0.0% | Dodge & Cox International Stock | 16.76% |
| CASH | CASH (CASH) | 0.0% | CASH | 0.00% |
* 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** |
|---|---|---|---|---|---|---|
| JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN Asset Allocation Composite Moderate | 3.8% | 16.5% | 28.2% | 10.5% | 11.2% | 9.4% |
| VFINX (Vanguard (S&P 500) Index) | 9.1% | 24.3% | 21.1% | 13.3% | 15.3% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 16.4% | 14.1% | 7.3% | 9.6% | 9.3% |
* 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(%) | 0.3 | 3.8 | 16.5 | 28.2 | 10.5 | 11.2 | 9.4 | 9.5 | 9.4 | 14.1 | 64.9 | 3.7 | -20.0 | 6.5 | 15.0 | 20.2 | -3.2 | 16.3 | 9.2 | -3.0 | 6.0 | 17.6 | 12.2 | 0.2 | 14.1 | 29.0 | -9.0 | 5.3 | 12.0 | 7.4 | 15.7 | 19.5 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.28 | 1.78 | 0.29 | 0.12 | 0.2 | NA | NA | 0.27 | 1.11 | 0.43 | 0.01 | -1.87 | 0.6 | 1.63 | 2.43 | -0.45 | 3.07 | 1.2 | -0.42 | 0.8 | 2.34 | 1.44 | 0.01 | 1.42 | 3.26 | -1.4 | 0.23 | 1.11 | 0.78 | 1.95 | 2.97 | -4.84 | -2.43 |
| Draw Down(%) | NA | 6.9 | 6.9 | 47.3 | 47.3 | 47.3 | NA | NA | 47.3 | 12.6 | 47.3 | 8.8 | 20.5 | 6.9 | 13.3 | 4.3 | 12.4 | 1.5 | 4.4 | 7.8 | 5.2 | 6.1 | 6.4 | 14.5 | 8.5 | 4.5 | 13.4 | 7.2 | 8.3 | 4.6 | 6.7 | 2.7 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 10.8 | 9.1 | 82.3 | 64.9 | 46.7 | NA | NA | 30.2 | 10.1 | 143.5 | 8.2 | 11.5 | 10.8 | 9.0 | 7.7 | 10.2 | 5.1 | 7.5 | 7.1 | 7.5 | 7.5 | 8.5 | 15.4 | 9.9 | 8.9 | 7.1 | 9.4 | 7.7 | 6.6 | 7.5 | 6.3 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.27 | 0.43 | 0.16 | 0.25 | NA | NA | 0.3 | 0.22 | 1.0 | 0.0 | -0.63 | 0.1 | 1.01 | 0.34 | -0.08 | 0.24 | 0.27 | -0.1 | 0.1 | 0.28 | 0.19 | 0.0 | 0.36 | 2.41 | 193.09 | 0.04 | 0.12 | 0.09 | 0.26 | 0.89 | 84.63 | 13.03 |
| Alpha | NA | 0.0 | 0.0 | 0.19 | 0.1 | 0.06 | NA | NA | 0.04 | 0.01 | 0.57 | -0.04 | -0.06 | -0.04 | 0.04 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | 0.09 | -0.04 | 0.01 | 0.01 | 0.02 | 0.04 | 0.05 | 0.0 | 0.0 |
| Beta | NA | 0.67 | 0.6 | 0.56 | 0.47 | 0.38 | NA | NA | 0.27 | 0.51 | 0.61 | 0.49 | 0.34 | 0.66 | 0.15 | 0.56 | 0.57 | 0.64 | 0.34 | 0.29 | 0.62 | 0.63 | 0.64 | 0.64 | 0.39 | 0.12 | 0.0 | 0.55 | 0.7 | 0.57 | 0.57 | 0.21 | 0.0 | 0.0 |
| RSquared | NA | 0.77 | 0.68 | 0.01 | 0.01 | 0.02 | NA | NA | 0.02 | 0.75 | 0.0 | 0.6 | 0.51 | 0.64 | 0.31 | 0.82 | 0.91 | 0.7 | 0.34 | 0.41 | 0.87 | 0.87 | 0.92 | 0.94 | 0.51 | 0.14 | 0.0 | 0.89 | 0.82 | 0.78 | 0.7 | 0.32 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.41 | 2.68 | 0.46 | 0.18 | 0.31 | NA | NA | 0.41 | 1.56 | 0.67 | 0.01 | -2.33 | 0.81 | 2.2 | 3.51 | -0.58 | 4.68 | 1.63 | -0.54 | 1.11 | 3.37 | 2.17 | 0.01 | 2.1 | 5.14 | -1.78 | 0.3 | 1.65 | 1.14 | 2.82 | 4.82 | -3.0 | -2.5 |
| Yield(%) | N/A | 0.6 | 8.8 | 7.6 | 4.7 | 6.4 | 7.4 | 10.3 | 4.04 | 8.2 | 3.3 | 5.0 | 3.3 | 2.7 | 4.4 | 3.4 | 4.2 | 3.3 | 4.3 | 1.8 | 5.7 | 7.8 | 3.8 | 4.3 | 6.0 | 4.5 | 5.3 | 6.4 | 5.5 | 2.6 | 3.6 | 1.0 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -91.5 | 474.6 | 88.9 | 82.5 | 90.5 | N/A | N/A | N/A | 372.9 | -40.5 | 19.8 | 32.7 | -30.5 | 57.9 | -22.1 | 47.3 | -17.0 | 134.3 | -66.5 | -15.2 | 133.1 | -12.4 | -18.5 | 76.3 | -22.8 | -13.4 | 28.3 | 134.1 | -18.0 | 343.8 | -11.2 | -51.0 | 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 JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN.
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